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@ContrarianCurse: From Analyst To Portfolio Manager

Value Hive Podcast

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Valuation Insights: Restaurants and Retail

This chapter explores the valuation strategies of companies in the restaurant and apparel industries, highlighting successful models like Chipotle and Wingstop. It also examines the challenges and opportunities within the consumer sector, focusing on market trends, IPOs, and the unpredictable nature of consumer behaviors.

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