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22min chapter
#35 The 100 Bagger Hunter
Behind the Balance Sheet
The Power of Writing in Investment Decision Making
Exploring how continuous writing aids in forming investment convictions, assessing risks, and structuring ideas. Emphasizing the importance of corporate culture in long-term success, distinguishing beyond surface details to understand organizational values, and evaluating top executives through behavior. Discussing investment strategy, stock selection criteria, enduring through market fluctuations, and managing challenges of concentrated portfolios as a part-time investor.
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