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Value Investing Strategy, Portfolios, Performance, 2 Stocks, Research & More…

The creator outlines his value investing philosophy, emphasizing a business owner's perspective, risk assessment, and a focus on the midterm rather than short-term market sentiment. He highlights that the market is myopic and often reacts to events after the fact, leading to opportunities for long-term investors. The creator also mentions his investment performance and the average frequency of recessions.

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