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Jenny Wallace - Identifying Value at the Summit

Value Investing with Legends

CHAPTER

Investing in a Toxic Mix

Every stock that we buy has something working against it. I think you need a point of entry in a way in a good investment. We also prefer strongly we do not invest in companies with significant leverage on their balance sheet. The flip side is if you've got your back against the wall as a management team and you could spend your time thinking about how to restructure your sales force.

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