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I very much enjoyed my discussion with Prof. Arvind Navaratnam’s class on Fundamental Analysis & Value Investing at the Carroll School of Management (Boston College). We discussed a few investing frameworks, the importance of investment mistakes, and how to look for businesses that transcend geography and currency. Enjoy! https://www.youtube.com/watch?v=kdGltV0eomU&feature=youtu.be Here is the link to the podcast: If you prefer reading over listening, here is the transcript. 
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March 2023
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