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Value After Hours S06 E28 Asif Suria on The Event-Driven Edge in Investing and Special Situations

The Acquirers Podcast

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Navigating Investment Strategies and Market Volatility

This chapter explores the evolution of an investor's strategy from diversified portfolios to concentrated positions, emphasizing the Japanese concept of Shinisei and its long-term investment implications. It discusses the complexities of managing risks during volatility, the psychological aspects of investing, and the significance of uncorrelated strategies in special situations. Additionally, the chapter reflects on the impact of market fluctuations and insider buying trends, urging a long-term perspective amidst market uncertainties.

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