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Value After Hours S03 E28: Scott, Scurvy and the South Pole; El Farol Bar problem; $PSTH

The Acquirers Podcast

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Is That the Best Conception of Value?

"I don't know if we've landed on the correct one now, i just dost no, right? I get like you. I spent a long time in looking at this stuff," he says. "It's very difficult to tease out over shorter periods of time." He adds that value investors misunderstand leverage and miss underpricing common equity because of it.

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