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Anti-Fragile Value Investing With Brian Stoffel

Lead-Lag Live

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The Best Investors - Is There a Ton of Dislocations?

The best investors tend to be when you buy dislocations. intuitive surgical is the only company that I have in my own portfolio that is a medical device company. Medical devices are relatively immune to the macro climate because if you need an operation on something, it doesn't really matter what the macro climate is.

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