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Conversations with Mike Gitlin: Featuring Chris Buchbinder

Capital Ideas Podcast

CHAPTER

Navigating Market Turbulence: Lessons from Crises

This chapter recounts the speaker's journey as an equity analyst through various market upheavals, including the telecom bubble and the global financial crisis. It emphasizes the lessons learned about identifying value amidst chaos, the significance of strong leadership in companies, and the importance of patience in investment strategies. The discussion also highlights emerging opportunities in recovering industries, showcasing resilience in the face of market challenges.

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