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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (39597)10/12/2010 7:49:35 PM
From: Walter Bagehot  Read Replies (1) of 78654
 
Perhaps, but isn't Apollo a real value investment now as a result, and won't WRLD be in the future if the same happens. Sure, I wouldn't invest before the down happened (no protection of principal) but Apollo prices in the bad news and therefore protects principal through the current pessimism.

What are others' thoughts on ESI as well?
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