#13 The Contrarian
Behind the Balance Sheet
The Biggest Lesson of My Career
i remember thinking instantly, well, that really doesn't matter very much. These fallen trees are the sort of thing that matter. And and also regarding it as a kind of non event and an opportunity. Of course, it was calamitously wrong. It was one of the big, big lessons of my career. You can play. The trouble with these lessons in investment is that next time it's the reverse that you should have done. So next time, maybe on we should be gaing to forty % cash.
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