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Scott Reardon: Quantitative Deep Value & Qualitative Fundamental Portfolios

The Security Analysis Podcast

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How I Learned It Was a Bubble

I read Graham around 2000 and that's what made me think it was a bubble. But yeah, that's really cool that you realize that ahead of time. Back then I was interested in the market and I always thought, well, maybe this seems crazy, but maybe these people know something I don't.

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