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5min chapter
How to approach rainy-day investing in record-high markets
Capital Ideas Investing Podcast
Navigating Investment Challenges
This chapter examines strategic investment management during market downturns, emphasizing the need for thesis evaluation and decision-making in response to stock declines. It addresses the defensive investment mindset aimed at capital protection amidst evolving market conditions and competitive landscapes, particularly in the cable industry.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode