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Bottoms Up
05/31/2022Ryan Batchelor and David Passey of Clifford Capital explain where they see the most value along the business-quality continuum today, why they think the focus on a company’s “total addressable market” has been overdone, and what they think the market is missing in Big Lots, NCR Corp., American Express, Westamerica Bancorp and Pitney Bowes.
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