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Anti-Fragile Value Investing With Brian Stoffel

Lead-Lag Live

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Is There a Single Point of Failure?

The most obvious thing there would be around higher rates, higher for longer or less. Did last year change anything in terms of your very long term outlook with your existing portfolio? Things to avoid. I think that the same thing can be a play macro wise, but now what I've said is instead of a concentration risk, I call it a single point of failure risk. And that has me looking anew at companies.

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