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Philoinvestor: Know Thy Edge, Know Thyself

Value Hive Podcast

CHAPTER

Analyzing Major Western Economies and Investing in Greek Retailer

This chapter discusses the economic situation of major Western economies, highlighting issues such as over-indebtedness, budget deficits, short-termistic politics, and lack of serious plans to fix the situation. The speaker also mentions the impact of inflation, geopolitical conflict, and emerging markets on the investability landscape. They emphasize the importance of analyzing each country and company individually, as not all companies in the same country are equal. The chapter concludes with a personal experience of investing in a Greek retailer during the European crisis.

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