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Interview. $600mn Fund Manager on Great Businesses, Portfolio Construction, and Investing in India

The Synopsis

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Navigating Risky Investments: Insights and Strategies

This chapter explores the nuanced approach to investing in businesses that appear troubled, using Carvana and Birla Corporation as key examples. The discussion emphasizes the importance of downside protection, tangible assets, and management credibility while understanding the evolving nature of quality in investments. Highlighting historical examples, the speakers reflect on investment strategies focused on buying at discounts and identifying value to mitigate risks.

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