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Sarah Ketterer: 'Forget Value, Think Valuation'

The Long View

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Are You a Value Investor?

The key is to find a business that is reasonably well situated. Great management or at least management capable of enacting operational improvements. And then a balance sheet that can withstand what could be unanticipated other events. We've held some stocks that we saw one problem like a, it might have been a product recall but then we didn't didn't expect a pandemic to shut them down.

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