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Ryan Batchelor – Clifford Capital Partners (Manager Meetings, EP.11)
Capital Allocators – Inside the Institutional Investment Industry
Deep Value Investment Strategies
This chapter explores deep value investment philosophy through the lens of GameStop and Abercrombie & Fitch, highlighting the importance of identifying catalysts and maintaining discipline. It also emphasizes portfolio management strategies that favor core value stocks and small-cap opportunities in light of current market conditions.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode