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Treasure Hunt
08/31/2024Jeff O’Donohue of Starfort Capital explains how he tries to differentiate his sourcing of ideas, the types of “niche and unglamorous” businesses that attract him, which countries he believes are offering up “outlier” low valuations, and why he sees mispriced value in Hanyang ENG, Nice Information & Telecommunication, Starts Corp. and AGF Management.
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