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Ryan O'Connor

The Business Brew

00:00

The Impact of Financial Crisis on Investment Approach

The speaker reflects on the influence of a previous financial crisis on their investment strategy and perception of mispricing opportunities, using Nintendo as a case study. They discuss the importance of downside protection and risk aversion, drawing parallels to Benjamin Graham's experience during the Great Depression. The chapter also explores the impact of Japan's changing corporate culture and the potential for value creation in the Japanese corporate sector.

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