
Brian Selmo: ‘Winning by Not Losing’
The Long View
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Strategic Investment Insights
This chapter explores effective investment strategies, emphasizing the value of focusing on quality businesses rather than macroeconomic predictions. It discusses leveraging market sell-offs to identify undervalued small to mid-cap companies and highlights the potential of these sectors for future returns. Additionally, the conversation incorporates insights on the impact of technology and climate change on investment decisions, presenting a comprehensive view of the evolving market landscape.
Transcript
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