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John Armitage - Navigating Macroeconomic Shifts

Value Investing with Legends

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Insights on Price Action, Market Perception and Investment Strategy

The speaker was taught by a successful partner that consistent downward price action may indicate insider selling. They emphasize the importance of understanding why prices are going down when making investment decisions. The speaker focuses on analyzing what the market is telling them, spending time considering potential risks, and understanding sectoral shifts in the stock market. Additionally, they highlight the prevalence of various strategies beyond single shares and baskets. They also share a successful investment example in a company called First Citizens, which they acquired during a regional banking crisis and praise the company's management.

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