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Value After Hours S06 E05 John Huber on deep value stocks, compounders, neversell and concentration

The Acquirers Podcast

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The Power of Undervalued Stocks in Generating Free Cash Flow

Finding undervalued stocks like NVR can be a secret sauce for long-term success. Despite being undervalued for years, NVR's free cash flow generation through a consistent share buyback strategy at low PE ratios resulted in a 12-14% free cash flow yield annually, contributing to its compounding success. This approach has been seen in other successful stocks like Ross Stores, illustrating the power of combining undervaluation with growth for investment success.

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