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Estimating mid-cycle, normalized earnings with Alex Fitch and Michael Nicolas from Harris Associates (Oakmark Funds)

The JRo Show

NOTE

Quality Over Quantity

The approach is not to gather information aimlessly but to deeply understand businesses through an investor's lens, focusing on what truly matters and having a unique perspective. Instead of lengthy memos, the emphasis is on concise analysis as often just one or two key factors can determine the success of an investment idea. The team excels in identifying these crucial aspects.

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