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Lessons from Kerr Neilson, dating apps versus pokies & Microsoft or NVIDIA - with Angus Donohoo of Intelligent Investor

Australian Investors Podcast

CHAPTER

Navigating Investment Strategies: Sizing Bets and Geography in Portfolios

This chapter delves into effective investment strategies, focusing on the significance of bet sizing and risk diversification in stock picking. It shares personal insights into the consequences of misjudging risk and examines the differences in geographical exposure between the United States and China.

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