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George Davis, Hotchkis & Wiley - We’re In Unchartered Territory Right Now | #339

The Meb Faber Show - Better Investing

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What's the Valuation Process?

We're looking at what businessess mentioned, can earn over the long term. What we believe is that wall street andas comes to be a little too short term in its nature. There are differentiated growth rates and a terminal value t that gets incorporated. And much like a dividend discount model, discountef cash blows is really the way to figure out what investments are worth at the end of the day.

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