TIP665: The Most Important Thing by Howard Marks w/ Clay Finck & Kyle Grieve
We Study Billionaires - The Investor’s Podcast Network
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Embrace the Overlooked for Investment Opportunities
Examine your portfolio for weaknesses to identify potential investment opportunities. Short-term weaknesses can be valuable if they are deemed temporary, allowing you to buy at lower prices. Target businesses with minimal or no institutional ownership, as these are often high-quality companies that are misunderstood due to lack of coverage. Delve deeper into seemingly unattractive businesses; beneath a rough exterior, they may have strong fundamentals. Companies with struggling segments may ultimately spin off these areas, enhancing the value of the core business. Look for controversial or perceived unattractive businesses, as they can also present unique investment prospects.
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