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Django Davidson - The Capital Cycle: Finding Opportunity Where Others Aren't Looking artwork
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Django Davidson - The Capital Cycle: Finding Opportunity Where Others Aren't Looking

Value Investing with Legends by Columbia Business School

Jun 26, 202656:12Business

In this episode, hosts Tano Santos and Michael Mauboussin welcome Django Davidson, Partner and Portfolio Manager at Hosking Partners, for a discussion of the capital cycle approach to investing. Django shares how his unc...