
The podcast reviews "Hidden Investment Treasures" by Daniel Gladys, which argues that the rise of passive investing has created opportunities for value investors. Gladys suggests that fewer investors are focused on fundamental analysis, leading to mispricings in overlooked market segments. The discussion highlights case studies from the book, including Markel Group, Alimentation Couchetard, and NVR, each representing undervalued, high-quality businesses. The podcast further explores the Japanese stock market, noting reforms aimed at increasing shareholder value, and touches on the banking sector, with a focus on JPMorgan Chase and OSB Group as potential hidden treasures. It emphasizes risk management through understanding one's abilities, avoiding permanent capital loss, and paying a fair price.
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