11min chapter

Compounders Podcast cover image

Learning from Markets in Chaos with Brendan Hughes, Author of "Markets in Chaos" and Investment Advisor at Lafayette Investments

Compounders Podcast

CHAPTER

Navigating Portfolio Construction

This chapter examines the dynamics of balancing value and growth investments in portfolio construction, emphasizing the importance of quality assessment. It discusses strategic company selection, focusing on cash flow evaluation, and highlights KLA Corporation's strong market position and financial performance.

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