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Ep 392. Unlocking Investment Wisdom: Reading for Success, Evaluating Companies, and Essential Financial Concepts for Capital Allocators

Focused Compounding

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The Bruce Greenwald Approach to Valuation

The value of the company should be the highest and best use, right? So when people ask like, how would you value a lot of companies or what value would be comfortable with them at. We look for it to be the earning power. And then it's a question of the durability of that of how far that goes into the future,. How much they can invest and you know, how far it is about their cost of capital.

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