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ADX Looks Like A Dream, Until The Cycle Turns
Seeking Alphaยท2025-07-16 20:45

Investment Strategy - There is a dilemma in conventional investing between growth stocks and dividend stocks, with each having its own merits [1] - A seasoned value investor, Philipp, emphasizes a global approach to identify undervalued companies that provide significant margins of safety and attractive dividend yields [1] - Philipp focuses on companies with a solid earnings track record that are trading at less than 8 times free cash flow, which reflects his investment philosophy [1]