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11min chapter
Emerging markets re-emerging
Capital Ideas Investing Podcast
Investment Approach and Winners/Losers
The chapter discusses the investment approach of the speaker and the characteristics they look for in companies. They also share their winners, such as Indian private sector banks, and their mistakes, like Ristocrat Leisure. Mentorship and research helped them turn around their losses.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode