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Invest Like the Best with Patrick O'Shaughnessy
Invest Like the Best with Patrick O'Shaughnessy

Andrew Sugrue - Investing in Paradigm Shifts - [Invest Like the Best, EP. 224]

May 4, 2021 · 1h 4m
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✨ AI Summary
  • Andrew Sugrue discusses investing in category-defining businesses.
  • Learned from Julian Robertson and the power of counter-positioning.
  • Examines good vs. bad growth and portfolio company models.

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