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18min chapter
Only Tesla and Toyota will Survive
The Compound and Friends
Valuation, Investing Strategies, and Lessons from Steve Cohen
The chapter covers topics such as valuation and investing strategies, including a discussion on the impact of Moore's law on technology and the lessons learned from Steve Cohen. The speakers highlight the importance of looking for catalysts and unique stories in the market, emphasizing that math alone is not an edge in investing.
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AI-powered
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode