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New Road Capital's Two Cents: The Value of Value Investing

Value investing, popularised by legends like Warren Buffett and Benjamin Graham, is based on a simple idea: buying undervalued stocks should lead to better returns. Historically, this approach has delivered strong performance, but in today’s highly efficient markets, does it still hold up?

New Road Capital’s Two Cents: Growing Valuations

High valuation multiples often appear "expensive," but growth expectations can quickly shift this perception. This article explores how robust earnings growth can justify elevated P/E ratios, emphasizing the need for deeper analysis beyond surface-level metrics.
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