On this episode, we talk about our portfolio performance, our SOTW, Colin Nicholson’s three market stages, Jack Bogle’s fourth law of motion, if SSG is a sell, the value of private banking, the idea of using increasing equity per share, and investing in Early Stage Innovation Companies.
Charts of the week.
IGL 2021–04-27_13-17–17
SSG 2021–04-27_12-50–15
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