Random Ramblings July 2024: stock price driving narrative + investing in products you don't like (podcast #257)
Welcome to the July 2024 edition of Andrew's Random Ramblings on the Yet Another Value Podcast. Once a month, Andrew will share thoughts on a few topics - this episode includes: small cap performance (companion post here), buybacks, stock price drives narrative (see companion post here), CEO changes, due diligence on companies you don't like (i.e. don't like the product or service personally), alternative data and idea dinners.
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