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Jan Hummel - Deep Diligence at Paradigm Capital
Value Investing with Legends
Building a Portfolio through Familiar Companies
Building a portfolio involves sourcing ideas from a library of familiar companies, which have undergone price and valuation changes. This approach has evolved over the years with the team's growth and improved research capabilities. By maintaining a pool of well-known companies, investors can seize opportunities when the market offers them a chance to re-enter at the right price.
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