The 'Stoic Investment' Primer, With Darius Foroux
The Contrarian Investor Podcast
Focused Stock Investing Strategy and Decision Making Process
Exploring a concentrated investment approach with a deep dive into Adyen as a potential investment, discussing valuation, fundamental and technical analysis, and institutional ownership considerations. The chapter also delves into debating the addition of a growing pink sheets stock to their portfolio, highlighting the company's global presence and comparing it to a prominent US competitor.
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