Magellan's value picks as sentiment soars

The Rules of Investing
17/10/2025 41 min Episodio 261
Magellan's value picks as sentiment soars

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Episode Synopsis

Markets are on fire and bubble talk is everywhere. So how should investors respond? In this episode, Magellan’s Arvid Streimann breaks down how to keep emotion out of your decisions, where he’s finding genuine value, and why he still believes in the power of brands and discipline.
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