MI209: The Art of Value Investing w/ Drew Weitz & Barton Hooper
The Intrinsic Value Podcast - The Investor’s Podcast Network
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What's a Quality Business?
A number of value funds you know i've looked at have added alphabet and meta to their funds, which initially took a lot of value investors by surprise. Both those companies reported earnings this week. Some curious if you guys could touch on maybe what you saw from the erners earnings reports, or if anything surprised you, or maybe speak to maybe the companies in general.
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