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Daniel Rasmussen: ‘Be Very Wary of Illiquid Asset Classes’

The Long View

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Humility and Strategy in Investing

This chapter examines the importance of humility in investment decisions, emphasizing the unpredictability of markets and competitors. It discusses how understanding volatility and correlations can enhance strategic planning and risk management, particularly for value investors. Additionally, it highlights the challenges of forecasting in various economic contexts and the unique opportunities presented by smaller companies and international markets.

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