#2.2: Concentrate to Accumulate, Only When Convicted

I discuss my current framework for concentrated, high conviction, investing; and also the flip side, what learnings I have had when I don't have high conviction investments - as capital still needs to be put to work. In this episode, we cover current high conviction investments, potential next high conviction 'radar' investments, the psychology involved, learnings I have had over the years that have helped reduce stress (i.e. when to outsource, things to stop doing). As always, please let me know any feedback via DM on twitter (@Darky999), whether good, bad or ugly it's all welcome. If you have any requests for future episodes please also let me know.

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Each episode we deep dive into a specific macro issue, or have a candid topical discussion with a guest