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#61 Stephen Clapham: The Smart Money Method

Investing by the Books

CHAPTER

Navigating the Investment Landscape

This chapter chronicles the speaker's transformative journey from novice to skilled analyst in the investment sector, highlighting the critical role of resilience and adaptability. It explores the transition from sell-side to buy-side investing, emphasizing the enriching experiences gained from a generalist perspective in global equities. Additionally, the chapter examines investment philosophies, the significance of relationship building, and the concept of 'special situations' in identifying lucrative investment opportunities.

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