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Evan Tindell: Value Investing in 2025 - [Making Markets, EP.57]

Making Markets

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Navigating Value Investing

This chapter explores the intricacies of value investing, particularly the decision-making process behind selling long-term investments. It discusses the emotional biases investors face, cash flow modeling, and the significance of different approaches based on industry characteristics. The conversation emphasizes the importance of portfolio strategy, risk management, and the evaluation of investment cycles while maintaining a predominantly long position.

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