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

The JRo Show

NOTE

Value Investing Philosophy

Harris Oakmark strictly follows the value investing philosophy, focusing on buying businesses for less than their actual worth based on cash flows. They aim to maximize future free cash flow per capital today and do not engage in activities they do not believe add value, like market timing or predicting quarters.

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