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20min chapter
TIP626: Intelligent & Rational Long-Term Investing w/ François Rochon
We Study Billionaires - The Investor’s Podcast Network
Navigating Market Valuations and Long-Term Investing Strategies
The chapter explores the speaker's approach to investing at a discount to intrinsic value with a margin of safety, reflecting on the balance between recognizing 'masterpiece' companies and estimating intrinsic value. They discuss the current market valuations, emphasizing opportunities in undervalued stocks beyond popular names. Furthermore, the chapter delves into the evolution of the speaker's investment strategy, stressing the importance of humility, diversification, and assessing business durability for sustained success.
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