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Ep. 106 - Drowsy Investor: The Art of Long Term-ism

The Investing City Podcast

CHAPTER

Navigating Investment Choices and Focusing on CrowdStrike

This chapter explores the speaker's evolving investment strategy towards selecting companies they genuinely understand and are excited about, emphasizing the importance of a ruthless approach to new investments. It also delves into the speaker's significant initial position in CrowdStrike, discussing key factors driving their confidence in the company such as expanding customer modules and the value of monitoring KPIs.

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