In episode 19, we welcome Brad Lundy, founder and CIO of Butler Hall Capital, to discuss his investment philosophy and the current state of stock picking based on fundamentals. Brad shares insights on identifying investment opportunities in changing industries, navigating market volatility, and the evolution of market structure. He emphasizes the importance of fundamental value investing and the need for a long-term perspective in capital allocation.
Brad is an excellent single stock picker and this was a fun conversation. Enjoy!
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