Show Us Your Portfolio: Cem Karsan
Excess Returns
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The Importance of Cash Flows
Justin Carbonau and Jack forehand: If you could impart one lesson to your average investor around building your own portfolio, what would that be? Look at cash flows again, fundamentals will matter again, that the price of money is going up. "How far off the ground is that airplane that you're that you're flying is going to be a real consideration," they say.
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