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The Art of Stock Picking
Capital Ideas Investing Podcast
How to Build a Balanced Portfolio
I gravitate towards durable compounders, all-weather compounders that can thrive in a variety of environments. I don't spend much time on macro, but I'm very cognizant of not fighting the Fed. Other things that you'll find in my portfolios is quite a few turnarounds. Not just cheap stocks that may stay cheap; these cheap stocks where something's going to happen.
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