Elliot Turner - Growth At A Reasonable Price Defined
The Business Brew
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The Importance of Conviction in Your Good Ideas
A lot of what investing about is gearing your approach toward maximizing your conviction in your good ideas. I'm not great at taking haymakers, right? So I tend to be very like downside focused. In terms of structuring my portfolio, though, I am hyper aware of my flaws. And so, you know, I think that's reflected in I go for what he call semi concentrated, not concentrated investing.
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