Alluvial’s David Waters: When Premium Valuation Is Far Too CheapJacob Wolinsky
ValueWalk's Raul Panganiban interviews David Waters, CFA, the CIO of Alluvial Capital. In this part, David discusses his Nuvera Telecom stock idea, high valuation with real value vs flashes in the pan, when premium valuation is far too cheap, his sell discipline, and how he defines and manages risk.
All right. Yeah. If you can just do you have any other ideas . . .
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