#60 - Reflecting on Investment “Truths” To Fish Where The Fish Are

OMD DAILY

English - August 11, 2020 21:27 - 1 hour - 54.9 MB
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Previous Episode: #59 - Learning Medley on Chinese Tech and US Big Tech post-anti-trust hearing

August 10, 2020: Starting with questioning the basics of small-cap, illiquid companies to Value vs. Growth, diversification and the concept of “moats”, I decided to think through what could actually be true about investing and how looking at companies as cities that develop people could be a pond to fish in.

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