From Equity Research to International Investing With Heather Brilliant
Masters in Business
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Navigating Competitive Positioning in Investing
This chapter explores the concept of competitive positioning in investing, detailing the significance of economic moats for sustainable advantages. It highlights the intricacies of maintaining concentrated portfolios and the challenges posed by passive investing, especially in the small-cap segment. The discussion encompasses investment strategies, valuation importance, and the impact of market dynamics on investment vehicles.
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