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Dialogue. Mailbag: Macro Matters?, Comparing Roll-Ups, Making Decisions, When Buy the Second Best?

The Synopsis

CHAPTER

Private Equity's Influence on Valuations

This chapter examines the growing role of private equity in quality investing and its effects on company valuations. It contrasts the strategic buying approaches of different firms, notably Constellation Software and its long-term focus against private equity's short-term strategies. The discussion also includes a comparative analysis of home builders NVR and Dreamfinder Homes, highlighting their distinct market strategies and implications for performance.

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