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#47: David Hay On Balancing Risk Management With Timely Opportunism
Superinvestors and the Art of Worldly Wisdom
The Importance of Bottom Up Security Analysis in Value Investing
I think it's refreshingly old fashioned to use bottom up individual security analysis. You can't be a value investor unless you're doing individual security selection. Hard assets as you do are going to be the best performers in the next decade. I think these international markets, which have lagged the US so severely over the last decade, there are some exceptional values and great companies.
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