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Ross joined The Acquirers Podcast hosts, Tobias Carlisle and Jake Taylor, to discuss Southeastern's philosophy and history as well as how the stock market is currently rewarding the wrong companies.

He explained why buying with a margin of safety is necessary in today’s environment and how aligned, patient and engaged ownership should win over the long-term, in a market increasingly dominated by short‑term thinking.

Tobias Carlisle, Jake Taylor and The Acquirers Podcast are not current clients of Southeastern Asset Management (“SAM”). They were not paid or incentivized to share the following content or endorse SAM. Their experience with SAM may not be representative of everyone’s experience with the firm. Current and future holdings are subject to risk and past performance is no guarantee of future results. This discussion should not be relied on as investment advice.  SAMUS 2606-2