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Value After Hours S06 E27 Quality Compounding's Pieter Slegers on The Art of Quality Investing

The Acquirers Podcast

CHAPTER

Understanding Free Cash Flow Yield and Quality Investing

This chapter examines the role of free cash flow yield in quality investing and its recent decline, questioning the implications for future returns. It emphasizes the significance of profit margins and competitive advantages, suggesting a bottom-up stock-picking approach for better investment outcomes. The discussion highlights the distinction between value and quality investing, using specific company examples to illustrate the enduring appeal of quality investments.

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