At the London Value Investor Conference 2025, Andrew Hollingworth of Holland Advisors presented on the topic of "Think Harder and Pay Up (Sometimes)", where he discussed his investment approach focusing on high-quality businesses with sustainable competitive advantages and shared insights into recent stock selections.
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2025 London Value Investor Conference - Andrew Hollingworth
We look at good companies priced like bad companies (use the slide). Meta is an example of an inefficient market. There were times when Meta traded below 200 USD. At that time, trillions of...