#9 Two Capital Cyclists
Behind the Balance Sheet
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The Supply Side of the Business Cycle
When the book came up, it was a really new concept. It goes back to the setting up of marithon in 19 86. And one of the things that were very fortunate about is it coincided with the information era. So we had to get even outside the business cycle framework. That's where the 12 year turnover period and the long term supply side came from. We found out quite early on that a very good place to be was value stocks that were rinking.
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