Ep 196. Porter’s 5 Forces and Measuring a Stock’s Moat
Focused Compounding
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Navigating Net Nets: Strategies and Psychological Barriers
This chapter delves into the strategies of investing in net nets, highlighting the differing philosophies of Benjamin Graham and Warren Buffett. It also discusses the necessity of diversification, the risks tied to concentrated investments, and the psychological factors that influence investors' decisions.
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Transcript
