Conversations with Mike Gitlin: Featuring Alan Wilson
Capital Ideas Podcast
Individual Conviction and Forward-Looking Investing
This chapter explores the significance of individual conviction in investing decisions and the value of managing money based on portfolio construction, risk management, and intuition. It emphasizes the necessity of foresight in long-term strategies, drawing parallels to proactive decision-making in sports. The speaker also shares insights on biotech investments, the advertising potential of companies like DoorDash, and the concept of investment edge through unique perspectives and analogies.
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