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Strategic mediocrity, owner mindset & conviction
Asian economies, macro-factors, history & future
Quality investing, optionality & conviction
Multibagger playbook | Part 2
Multibagger playbook | Part 1
Quality investing, moats and valuation
Polish companies, diversification, and fundamentals
Opportunity costs, SaaS, AI, and investing
AI, SaaS and Polish tech
Investing insights & timeless wisdom
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