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Scott Reardon: Quantitative Deep Value & Qualitative Fundamental Portfolios

The Security Analysis Podcast

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Investing in Telecom and Banks: How Two Billionaires Made Their Fortunes

Two investors found success by making concentrated bets in undervalued telecom companies and Japanese banks. Despite some element of luck, their results are impressive and they have become billionaires. However, they are not well-known because they did not manage outside capital. Each of them is estimated to be worth two billion dollars.

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