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Jenny Wallace - Identifying Value at the Summit

Value Investing with Legends

CHAPTER

Is There a Difference Between Generalist and Specialist in Value Investing?

Summit Street is a value-investing firm based in New York. Founder and CEO of Summit Street, John MacIntosh, says he started at McKinsey to broaden his horizons. He was inspired by Ben Graham's "Intel investors," which focused on the ability of companies to redeploy capital. In recent years, quality and compounding have become more important for value investing firms like Red Summit St., MacIntosh says.

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