Ep 202. ROIC, Intrinsic Value, Investing Time Horizon, and Other Questions From Twitter
Focused Compounding
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The Importance of Net Net Screening
I don't like to have liquid micro cap stocks micro cap value. That's liquid is often not that great Illiquid is a lot better overlooked is a much better strategy. I actually do net nets by hand checking for them and the most important thing for me is the amount of share turnover. The idea of these big multi-billion dollar mutual funds that mostly are pretty close to the market highly diversified has become really difficult, he says.
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