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Jeremy Giffon - Special Situations in Private Markets - [Invest Like the Best, Replay]

Invest Like the Best with Patrick O'Shaughnessy

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The Pursuit of the Perfect Business

This chapter explores the ideal characteristics of a successful business and investment strategy, emphasizing the importance of expertise and clarity in decision-making. It highlights the unique perspective on investments as coordination problems and the significance of understanding stakeholder dynamics to achieve lower-risk outcomes.

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