Michael Mauboussin Master Class — Moats, Skill, Luck, Decision Making and a Whole Lot More
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Strategic Insights in Investing
This chapter explores the parallels between poker and strategic investing, emphasizing the need for understanding competition and identifying unique market opportunities. It also discusses significant trends in market capitalization, the impact of declining interest rates on valuations, and the evolution of technology companies over the past two decades, alongside future expectations for investment returns.
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