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Dialogue. CoStar and Evolution 1Q25 Update, Negative EU Growth, S&M at 50% of Revenues

The Synopsis

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Investment Philosophy and Psychological Dynamics in Tech Investing

This chapter explores distinctive investment philosophies, particularly the 'picks and shovels' method in technology investing. It features an insightful interview with a seasoned investor who navigates complex questions and discusses the importance of position sizing and psychological factors in making effective investment decisions.

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