Interview with Todd Ahlsten of Parnassus Investments
The JRo Show
Minimizing Noise and Distractions in Investment Strategies
The chapter explores the importance of eliminating or minimizing noise and distractions in investment strategies. The speakers discuss their approach to analyzing valuation and the significance of justifying the current multiple of a stock compared to the S&P. They also dive into their strategy for analyzing earnings, making investment decisions, and constructing a disciplined portfolio.
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