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12min chapter
Value Traps
Risk of Ruin
Navigating the Complexity of Stock Investing
Exploring the challenges of evaluating value and growth stocks, the importance of revenue growth, and risks of high-conviction bets. Delving into groupthink in investing and the need for probabilistic thinking, considering both upside and downside cases. Discussing strategies for shorting failing companies, prioritizing business quality, and the routines of a short seller to manage positions effectively.
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AI-powered
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode