Conversations with Mike Gitlin: Featuring Rob Lovelace
Capital Ideas Podcast
The Power of Long-Term Investing and Global Opportunities
This chapter explores the speaker's strategy of maintaining long-term investments, citing examples like ASML and Nestle, while discussing the importance of patience and non-reactivity in decision-making. It delves into global investing trends over the past 15 years, contrasting the performance of different markets and emphasizing the significance of earnings growth and global opportunities. The chapter also touches on mentorship, reflections on key figures like John Lovelace, and impactful lessons learned from experiences in the investment world.
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