#175: Eric Schleien’s Deep Dive on Vistry: Uncovering Value in the UK Housing Market

Eric Schleien takes a deep dive into Vistry Group, exploring its strategic transformation, challenges, and the UK housing market’s unique dynamics. Gain unparalleled insights into this undervalued investment opportunity and discover both bull and bear cases for Vistry’s future.

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Eric Schleien discusses value investing, rational investment analysis, and vital mental models.