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Scott Hendrickson - An Unmasking of Quality

Value Investing with Legends

CHAPTER

How to Identify the Management Effect Versus the Business Effect

Michael: How do you go on identifying the management effect versus the business effect, right? And the interaction between both. Scott Stane with investment philosophy tells a little bit about the portfolio and how you structure it. In particular, I'd love to hear about your power rank for sizing positions.

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