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Will Thomson of Massif Capital: A Reshuffling in Real Assets

Frederik's Labyrinth

CHAPTER

The Importance of Location in a Portfolio

I'm just curious since you can sort of operate across the supply chain, where, is there like an obvious place to go? Because there's always like another step, right? And as you mentioned, like which country you're investing in, and where you are in terms of location becomes important. Is that, am I understanding you're right? Like, I think so, yes.

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