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Catch a Falling Knife
The Compound and Friends
Kathy Wood - I Love Tesla, but I'm Going to Cut My Position in Half
Kathy Wood is very good at understanding trends and this kind of futuristic look on things, but that doesn't always make you money. I think the thing with Kathy Wood is, I think 20, 30 years from now, the world is probably going to look a lot like the things that Kathy Wood has in her portfolio. She can't swing to cash. But nobody's paying her for that.
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