Evolving Value Discipline
The value discipline remains rooted in discounted cash flow models, emphasizing rigorous analysis to ensure a high-conviction portfolio of 25 to 30 companies. While margins of safety may have narrowed over the years, the focus on growth allows for flexibility in valuation, enabling businesses to thrive even as prices rise. The interplay between valuation and growth is crucial for capturing future potential.In this clip
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Animal Spirits Podcast
Talk Your Book: Quality Growth
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