Quality investing, optionality and conviction | Interview w/ Ryan Henderson
The Dutch Investors
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Ethics and Evolution in Investing
This chapter explores the ethical dilemmas of investing in industries like gambling and tobacco while balancing personal beliefs with financial decisions. The discussion also highlights the evolution of investment strategies, emphasizing long-term perspectives and the importance of corporate governance over traditional valuation metrics. Key insights are shared on navigating market fluctuations and valuing innovative management teams in the pursuit of sustainable investment growth.
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