Hey Reader,
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Peter Lync was known for his "buy what you know" philosophy, Lynch often conducted hands-on research by visiting stores, talking to employees, and using products himself to understand companies better.

In today's issue:

• Learn value investing like Li Lu, trusted by Charlie Munger.
• Recommended read: "The Investors of Graham and Doddsville" by Warren Buffett.
• P/E ratio insights: It's complex and context-dependent.
• Leandro's thoughts on finding the "perfect" investment scenario.

💸Sponsored by:

When I first started investing, I had to read dozens of books and filter through the web for the right info.

Though I got where I wanted eventually, I wasted a lot of time, money, and hair on incorrect or useless info. This immense time sink is what we wanted to fix with Value Spotlight's School of Investing.

• Multiple formats from videos, to articles, to podcast episodes, and more!
• Targeted examples applying concepts to companies I have personally invested in
• Diverse toolkit of custom-made valuation templates and compilations of my most-used tools
• Tying Ideas with Analysis teaching you how to suss out stocks you should skip or wait on

Experience teaches, but can take a lifetime. Use our lessons so your portfolio can take big leaps forward now.

Connect, Learn, and Grow with Value Spotlight

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💎NUGGETS

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My Favorite Finds

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Learn how to become a value investor like Li Lu. Charlie Munger trusted him with his money; he's worth listening to.

You want something great to read this week? Check out the article "The Investors of Graham and Doddsville" from Warren Buffett.

​Breaking down the P/E ratio, it's more than you think, and worse than you think. As with everything in finance, "it depends."

Some thoughts from Leandro (one of my favorite writers) on finding your "perfect" investment scenario. ​

​Great breakdown of TSMC, want to keep learning more about semiconductors, read and follow this guy.

Nice analysis of how Peter Lynch picks stocks. ​

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📖Knowledge Tidbits

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The Investing for Beginners Podcast @IFB_podcast How Bond Yields Work: 2:2 PM • Jan 25, 2025 92 Retweets 542 Likes Read 5 replies

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Thanks,
Dave Ahern
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​einvestingforbeginners.com​
​Investing for Beginners Podcast​

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