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Shree Viswanathan - Let The Process Lead You

Longriver Podcast

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Curating Investments: Selective Curation as a Strategy

Exploring the concept of curation in investing, the chapter emphasizes the value of selecting a few businesses judiciously to build a curated collection. It discusses the impact of what is included and excluded in a portfolio, reflecting on the subjective nature of portfolio management and the speaker's unique approach to finding investment opportunities.

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