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16. Quality Where You Least Expect it To w/ Jeremy Kokemor

Best Anchor Stocks

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Navigating Investment Theses

This chapter discusses the critical nature of evaluating and sometimes abandoning investment theses when circumstances change, highlighting the role of emotional detachment in decision-making. It also recognizes the necessity for strategic portfolio management and introduces the concept of 'thesis creep,' while offering insights on balancing discipline and adaptability in investing.

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