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Value First
08/31/2024Redwheel’s Ian Lance, Nick Purves and Shaul Rosten describe why they take a low-valuation-first approach to sourcing new ideas, the industries they think investors today are unduly neglecting, why they don't shy away from cyclicality, and what they think the market is missing in Standard Chartered, Delta Air Lines, Lufthansa, Marks & Spencer and ITV.
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