Quote of the day by Marty Whitman: "We’re bottom-up investors. We always have to operate on negative macro assumptions"

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• Economic TimesLean R·2h ago

  Quote of the day by Marty Whitman: "We’re bottom-up investors. We always have to operate on negative macro assumptions"

  Legendary investor Marty Whitman advocated a bottom-up investing approach, urging investors to assume adverse macro conditions while focusing on strong businesses. He emphasised resilient balance sheets, capable management, competitive advantages and attractive valuations to generate long-term returns despite economic uncertainty.

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