The Eurasian Century

The Eurasian Century

Cyclical Value Investing

Entrepreneurs Make Better Investors

How entrepreneurs know what matters

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Cyclical Value Investing
May 14, 2023
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Recently, I had a few interesting discussions with fellow finance writers and professional investors. What struck me was that, by their own admission, it took them some years of experience to realize the value of an idea like focusing on ROIC.

Being a self-taught entrepreneur and investor, this is something I always taken for granted. So I would argue t…

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