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29min chapter
[REPLAY] Paul Black - Gratitude, Fun, and Growth Stocks (Capital Allocators, EP.51)
Capital Allocators – Inside the Institutional Investment Industry
Navigating Success in Asset Management
This chapter explores the journey of a little-known $25 billion asset management firm and the valuable lessons learned from early investment experiences. It emphasizes the critical role of company culture, competitive advantages, and the shift in leadership that transformed the workplace dynamics. Personal anecdotes and practical examples underscore the significance of self-education and understanding the nuances of growth versus value investing.
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