ОБ ЭТОМ ЭПИЗОДЕ
Eric Markowitz, Director of Research at Nightview Capital discusses his investing philosophy, the importance of identifying industry change in the quest for value, AI as the new electricity, slowing down the research process, getting comfortable with short-term underperformance, and more.
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ПОИСК ПРОШЛЫХ ЭПИЗОДОВ
Искать прошлые эпизоды Rebellious Allocations.
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