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Eric Schleien discusses value investing, rational investment analysis, and vital mental models.
Episodes
Friday Feb 16, 2018
Friday Feb 16, 2018
Eric Schleien and Anthony Morley discuss the Liberty SiriusXM Group.
Anthony is the founder of Delphi Value Investments which looks to purchase strong businesses that are temporarily selling below what they are actually worth.
Anthony runs a concentrated portfolio, normally between 6-20 stocks.
Website
www.delphivalueinvestments.com
Blog
delphivalueinvestments.blogspot.com
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