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Employing an Investigative Journalist's Process within an Investment Firm with Tania Pouschine, Founder & Portfolio Manager of Fithian

Compounders Podcast

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Strategic Investment Insights

This chapter explores a strategic approach to building investment positions through staged acquisitions and flexibility in stock buying. It highlights a case study involving Zoetis, examining how market conditions affect timing, as well as the notable investment mistake with Wesco Aircraft, underlining the importance of understanding the competitive landscape and organizational culture. Through these discussions, lessons on risk management, maximizing returns, and avoiding pitfalls in investment decisions are emphasized.

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