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  • Top-Ranked Deep Value Manager's Latest Small-Cap Idea

    Published: September 13, 2018

    MRE

    I think a lot of folks bifurcate the world into value and growth, but this doesn’t make sense to me. I define value investing as buying an asset at a discount to intrinsic value. Just because a business is growing quickly doesn’t mean you can’t buy it at a discount to intrinsic value. Assessments...

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