Investment Conviction Insights
Rob and Anil discuss the importance of sticking to fundamental investment principles, such as understanding a business and its long-term potential. They share how their deep insights into Amazon transformed from a research project into a significant investment, while also acknowledging the challenges of investing in companies outside their expertise, like Nvidia. Their approach emphasizes maintaining conviction and clarity in investment decisions.In this clip
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Rob Small and Anil Seetharam - Public Equity Adjacent to Private Equity at Stockbridge (EP.397)
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