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3min chapter
Is 'The New Geography of Investing' still new?
Capital Ideas Investing Podcast
Intro
This chapter examines the evolving investment landscape by analyzing companies based on their operational locations rather than their headquarters. It highlights significant changes in revenue sources for U.S., European, and Japanese firms while questioning the future of this investment approach amid declining globalization.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode