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The Rational Optimist - What Do You Think About Averaging Down on Companies?
S&P 500 down 15%, NASDAQ down 30%. Shaggy's largest holding Netflix is down more like 55%. But he says rules will continue to be broken and upstarts will pop up all the time. You can fill a portfolio with good companies, but there are enough of them that you can't invest in every one.
IN THIS EPISODE YOU’LL LEARN:
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
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