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Never Change Your Portfolio! Except When…

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Navigating Retail Challenges and Market History

This chapter explores the difficulties investors encounter during market downturns, emphasizing the importance of a long-term investment perspective. It also provides a historical overview of Hudson's Bay, discussing its evolution, acquisitions, and recent restructuring efforts amid the shifting retail landscape. Additionally, the chapter contrasts the innovative approaches of Simon's with the struggles faced by the Bay, reflecting on the cultural significance of Canadian retail.

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