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9min chapter
DeepSeek's Disruption and What It Means for Your Investments
Merryn Talks Money
High Conviction Investment Strategies
This chapter explores the investment strategy of a fund established in 2017, focusing on a concentrated portfolio of high-quality stocks. It highlights the selection criteria for sustainable companies and discusses the challenges faced in performance, along with in-depth analyses of cash flow, management quality, and company valuations.
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AI-powered
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode