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[REPLAY] Paul Johnson and Paul Sonkin – The Perfect Investment (Capital Allocators, EP.32)

Capital Allocators – Inside the Institutional Investment Industry

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Navigating Market Dynamics: Wisdom of Crowds

This chapter explores the fundamental concepts of business evaluation and intrinsic value, focusing on the importance of cash flows and competitive analysis. It examines the role of diversity and independence among shareholders in shaping market behavior, illustrated through examples like Herbalife and Amazon, while addressing the implications of different trading strategies amid market volatility.

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