Embracing Upside Volatility
Yen emphasizes the importance of managing upside volatility in pursuit of significant returns. He highlights the necessity of accepting periods of underperformance and drawdowns as part of the investment journey. Understanding earnings power and maintaining a focus on durable earnings are crucial for becoming a tax-efficient investor, as trading cannot be the primary driver of profit creation.In this clip
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Capital Allocators – Inside the Institutional Investment Industry
#4: Yen Liow – The Quest for the Right Tail at Aravt Global, EP.188
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