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The Importance of Value Screening
We tend not to talk about anything top down at this conference, which is another reason I love it. It's just bottom up stock picking and we don't waste time talking about whether there's going to be a recession or more banks are going to fail. Paul Podolsky from Bridgewater said Ray Dalio has an iron work ethic. And he's constantly when he travels, he's got one bag that's got five or six books in it because he never stops reading and studying and learning.