Playing the plan: Mawer’s global equity portfolio | EP119
Art of Boring
English - October 26, 2022 10:00 - 19 minutes - 13.5 MB - ★★★★ - 5 ratingsInvesting Business Management investing Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Quarterly Update | Q3 2022 | EP118
Next Episode: Playing the plan: Mawer’s U.S. equity portfolio | EP120
The “Swiss cheese” mental model for risk management, why we initiated in Moderna, and how to test if you have a variant perception from the broader market.