#60 - Reflecting on Investment “Truths” To Fish Where The Fish Are - a podcast by Daniel Lee

from 2020-08-11T17:27:56

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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.