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Founder’s Story

The Capital Cycle Podcast

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Navigating the Capital Cycle in Tech Investments

This chapter explores the historical performance of technology and telecom stocks, emphasizing the influence of the capital cycle on investment strategies. It contrasts traditional investment categories of value and growth with a more dynamic approach, assessing how external market events, like the dot-com bubble, shape opportunities. Additionally, the discussion delves into the pitfalls of IPOs and the challenges posed by investing in state-owned enterprises.

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