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RWH046: A New Golden Age w/ Bob Robotti
We Study Billionaires - The Investor’s Podcast Network
Aligning with Owner Operators - A Shift in Investment Strategy
The key insight is the evolution in the speaker's investment style by aligning with owner operators like Joe Steinberg at Leucadia. This shift occurred as the speaker understood the power of investing alongside smart capital allocators who could elevate the value of cheap stocks by using them as vehicles for strategic investments. This approach allowed the speaker to move beyond simply buying cheap stocks to identifying opportunities where a smart capital allocator could enhance the intrinsic value of a business, particularly in challenging or depressed sectors.
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