"5 Undervalued Stocks with High Yields for February 2024"

TL;DR Summary
The author presents eight undervalued stocks for February 2024, emphasizing the benefits of concentrated investing over diversification, inspired by the philosophies of Joel Greenblatt and Charlie Munger. The stocks include Occidental Petroleum, Unit Corporation, Albemarle, PayPal, Rolls-Royce, Hershey, Disney, and Albertsons, with detailed analyses and reasons for their potential value. The author discloses their beneficial long positions in these stocks and emphasizes the importance of considering individual risk tolerance when adopting a concentrated portfolio strategy.
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