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Adventures in small-cap investing

Capital Ideas Podcast

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Navigating Investment Insights

This chapter explores the unique experiences of an analyst and portfolio manager within a specific investment firm, highlighting the importance of commitment and decision-making in capital allocation. Through personal anecdotes, the speaker discusses the risks of investing based on appealing narratives, advocating for thorough diligence and emotional detachment. The narrative also emphasizes the value of firsthand experiences and self-awareness in fostering sound investment practices.

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