
Bruce Martin – Still Lake Capital [Manager Meetings, EP.7)
Capital Allocators – Inside the Institutional Investment Industry
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Navigating Investments: Insights from Still Lake Capital
This chapter examines the investment strategy employed by the speaker at Still Lake Capital, highlighting their shift towards a focused portfolio aimed at consistent capital compounding. Emphasizing psychological resilience and the importance of experience in volatile markets, the speaker shares insights on evaluating businesses based on cash flow. Additionally, the chapter underscores the value of extensive reading and personal development in shaping one's investment philosophy.
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