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Bryce is turning $500-to-$5,000, DeepSeek freak out & our 4-point stock checklist

Equity Mates Investing Podcast

CHAPTER

Navigating Investment Strategies

This chapter explores the speakers' investment philosophy centered on the core and satellite approach for portfolio management. They evaluate companies like Telstra and Axon Enterprise, discussing the importance of strong products, sustainable profits, and the network effects of AI in driving long-term growth. The conversation contrasts short-term profit-taking with long-term holding strategies, utilizing Alphabet as a model of a robust investment opportunity.

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