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Skeptical investor with particular interest in the media sector. Focus on illiquid and under-followed securities. Deep value and strategic thinking. Willing to hold cash and wait for the right pitch. Interested in the philosophy of value investing as well.
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Investing and the Classics
The intersection of Value Investing and Philosophy. Analysis of classical texts and authors in terms of what investors today can still learn from them. Tracing the principles of value investing to its roots in the philosophical intellectual tradition.
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