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25min chapter
#39 The Optimizer
Behind the Balance Sheet
Navigating Investment Journeys
This chapter reflects on personal experiences that ignited a passion for investment, highlighting the distinction between gambling and investing. It discusses the evolution of investment strategies over the decades, focusing on the importance of qualitative assessments and the need for active managers to adapt in a changing landscape. The narrative emphasizes the critical balance between patience and responsiveness in investment decision-making.
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