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22min chapter
E59: Luke Belmar: Buy Bitcoin To Escape The Matrix!
When Shift Happens Podcast
Contrarian Investing and Developing an Investing Thesis
This chapter discusses the concept of being a contrarian investor and the importance of developing one's own investing thesis. They give examples of their own investment decisions, such as buying meta and micro strategy at what they believed to be fair value, and investing in PayPal due to its low price and high potential reward. They also mention the benefits of making long-term investments and the value of not needing the money.
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