Rob Campbell, Mawer – Dead Reckoning: Investing Lessons from the High Seas
The Best Investment Writing
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Navigating Investment Uncertainty with High-Quality Models
This chapter highlights the critical role of maintaining a margin of safety in investment strategies and the value of high-quality business models in generating wealth. It delves into the importance of addressing valuation errors and understanding assumptions, likening investing to navigating the seas while emphasizing the need for careful information analysis and avoiding blind trend extrapolation.
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