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High quality business model, based on investing in unlisted companies, that usually offers greater revenue streams than listed companies. Global PMI data is at record levels for some economies, with manufacturing activity set to continue growing for the foreseeable future. P/E of ...
It's no secret that once a recession hits, such as during 1999-2000, or 2009-2010, quality companies are on sale just like other companies. For many companies, one could argue that a general downturn is the only time when the company is actually undervalued, or fairly valued, barring something...
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