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14min chapter
TIP634: Value Investing Fundamentals w/ John Huber
We Study Billionaires - The Investor’s Podcast Network
Investment Strategy and Market Preferences
The chapter explores a fund manager's approach to investing outside the US, highlighting a preference for US markets while considering ventures into Canada and potential interest in Japan. Emphasis is placed on understanding businesses, management dynamics, and returns on capital before investing. The speaker discusses their concentrated portfolio strategy, focusing on top positions with minimal downside risk and the impact of interest rates on investments.
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