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Amazon, Volatility, and the Virtue of Patience
How would looking beyond the P/E ratio have changed the investment case for Amazon through time?
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Nike: A Marathon, Not a Sprint
Tech Correction or Bubble?
The False Contradiction of Value v. Growth
A Simple Investing Framework
Volatility: A Market Feature, Not a Bug
The Cost of Market Timing
Nike
The Instagram Generation
The Cashless Society
A Roaring Recovery?
CY2020 Investor Webinar
2020 Annual Letter
A Short Introduction to AIM
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