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James Ho
jamesjho_
Thoughts on common misconceptions about “value” vs “growth” investing.Learnings from letters over the years by Buffett, Oaktree, and Third Point - and my own investing career.Thread below 1/ Many
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1/ Back in 2014, eBay was the 2nd largest ecom player in the US, with over 10% share.But that has slowly eroded over the years...Read more below on my takeaways
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