Benjamin Graham-inspired value investor, Matt Bodnar, views deal flow and valuation discipline, specifically 4-5x, as the two mission-critical components in creating long-term alpha. He is also a believer in permanent holdings, where annual cash flows, rather than exit proceeds, are a source of evergreen capital for future acquisitions.

References and how to contact today's guest:
Matt Bodnar | LinkedIn

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Credits:

Edited by Anton Rohozov

Buying at <5x by Mastering Deal Flow