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Staying Rational
Staying Rational
Avoiding stupidity & analysing companies with a value mindset. No geographical restrictions but focus in Iberian companies due to a severe case of home bias.
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Internal Tech Emails
Internal Tech Emails
Internal Tech Emails
Liberty’s Highlights
Liberty’s Highlights
Liberty
Net Interest
Net Interest
Marc Rubinstein
French Hidden Champions
French Hidden Champions
Jeremy
Eagle Point Capital
Eagle Point Capital
Eagle Point Capital

Staying Rational