Sanjay Ayer – Think Different and Get Better at WCM (EP.366)
Capital Allocators – Inside the Institutional Investment Industry
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Journey of Self-Discovery Through Investing
This chapter chronicles a speaker's unconventional journey after leaving business school, emphasizing the path of self-discovery and the importance of culture in investment. It explores the balance between confidence and doubt in decision-making while challenging groupthink and encouraging innovative thinking at WCM. Through personal anecdotes and insights, the speaker highlights the significance of a growth mindset and a principled approach to valuation in investment strategies.
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