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New York to Tokyo: Investing insights from a global nomad

Capital Ideas Podcast

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Investment Strategies in a Changing Landscape

This chapter explores the importance of identifying inflection points in company performance and adapting investment strategies accordingly. The speaker shares insights on long-term growth, strategic vision, and learning from past mistakes, using examples from various sectors. Emphasizing the role of curiosity and demographic shifts, the discussion highlights how evolving consumer needs can shape sound investment decisions.

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