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Retail-investing success: Anne-Marie Peterson on the power of culture

Capital Ideas Podcast

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From Assistant to Analyst: A Journey in Investment

This chapter chronicles the speaker's rise from an assistant to the youngest partner at a prestigious firm by age 28, focusing on their decision to leave a stable job for self-discovery and societal contributions. It highlights their pivotal experience analyzing Home Depot, reshaped by a meeting with its CEO that emphasized corporate culture and strategic growth. The discussion also addresses key lessons in management, investment strategies, and the importance of relationships in the finance industry, exemplified by companies like Costco.

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