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Sidecar Investor
Twitter-based investor known for the "sidecar" investment approach, focusing on partnering with exceptional managers. Shares insights on investment philosophy, valuation, and portfolio construction.
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Oct 22, 2024
• 1h 12min
Interview. Sidecar Investor on Giving a Great Manager the Wheel
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In this engaging discussion, the Sidecar Investor, a Twitter-based investment strategist known for his collaborative approach, dives into the importance of partnering with exceptional managers. He highlights key topics such as the balance of trust and scrutiny in management analysis and the nuances of position sizing. The conversation also covers how macroeconomic indicators and resiliency in industries shape investment decisions, and shares reflections on past investment regrets, including lessons learned from industry giants like Warren Buffett.
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