British American Tobacco: Boring, Cheap, And Still Likely To Outperform

Group 1 - Philipp is a seasoned value investor with nearly 20 years of experience, focusing on global investment opportunities and seeking undervalued companies with significant margins of safety [1] - The investment strategy emphasizes companies with solid earnings track records trading at less than 8x free cash flow, which is a key criterion for identifying potential investments [1] - Philipp does not limit investments to specific sectors or countries but focuses on companies that are well understood and assessed for future growth potential [1]