Excess Returns  cover image

Redefining Moat Investing with Yuri Khodjamirian

Excess Returns

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Navigating Tech Investigations and Investment Strategies

Exploring the discrepancies in media narratives versus the reality of big tech investigations, this chapter emphasizes the blend of quantitative and qualitative factors in investment processes. It delves into valuing businesses, the importance of understanding fundamentals for accurate balance sheet analysis, and the intricate process of portfolio construction with a focus on high conviction stock picks.

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