046: Deciding Not To Clone Seth Klarman On Intel
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments
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Being Extremely Accurate About the Present, Not Duable or Important
The investment thesis was never built around whether a company would do well or bad y over the next quarter, said lafont. Long term focus a three to five year time horizon. While valuations were important, they could often be secondary to factors such as company's position in an industry and the barriers to entry.
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