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Jeff Gramm – Activist Investing - [Invest Like the Best, EP.01]
Invest Like the Best with Patrick O'Shaughnessy
Is It a Lack of Cheap Opportunities?
In the last three years, all our big changes have been sells. We really haven't bought a new corps position, like, in a long time. Is that value driven? Is lack of cheap opportunities, i think so. But hopefusly the reason that is the case is because there's not compelling ideas out there.
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