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Complexity Investing & Semiconductors (with NZS Capital)
Acquired
Warren Buffet Concept: Approximately Right vs. Exactly Wrong
Embracing the Warren Buffet concept means prioritizing being approximately right over being exactly wrong. This approach acknowledges the uncertainty of investments and the value of optionality. Admitting to having little conviction in an investment may not excite everyone, but in Buffet's view, if it works out, the success could be substantial. The focus is on seizing opportunities with great potential, even if the exact valuation or outcome is uncertain.
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