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Mailbag: incl. How many banks should I own? August 27, 2023

1 tim 5 min•26 augusti 2023

– How much bank exposure should I have?

– What could go wrong with the banks?

– How much stock do you place in an audit report?

– How to pick stocks in a rapidly evolving tech landscape?

– How do you compare the network effects of incumbents versus the upstarts?

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