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Strategies & Market Trends : Value Investing

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To: Harshu Vyas who wrote ()	9/1/2023 12:23:41 PM
From: Sean Collett	of 78740

Well given there is no news that I can find I see no reason to panic. Per Pauls note seems the whole industry is getting punched today. Even now the stock has rebounded a bit. And while you did try to "warn" me, you also wrote pieces on this exact stock (and others) just a few months ago (just ~40 days ago GTN was 50% of your portfolio) and then drastically changed views. Nothing has changed with GTN from when you wrote about it to today. And when you say "save" what do you mean? I am not buying them as a Buffett play so where they are in 5 years I am not focused on. If you're knocking the political rev in anticipation of a recession (as their general ad rev will fall) then I'll take the hit - as will many who invest in the market where a companies rev is built from advertising or consumer spending. I think per Paul's previous note we can't all agree on what "value" is in 2023 so let's call this an opportunity investment that I see. It may not fit the Graham model, but value has evolved to mean different things to different investors. -Sean

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