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#48 The Independent Thinker

Behind the Balance Sheet

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Strategic Travel and Investment Insights

This chapter explores the value of travel in uncovering investment opportunities across various markets, focusing on insights gained from visits to cities like Budapest and Lisbon. The discussion emphasizes the strategic timing of these trips amidst changing political and economic climates for potential investments. Additionally, it highlights the importance of local knowledge, recruitment strategies, and the careful analysis of conglomerates in emerging markets.

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