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In this episode, Ragingbullcap emphasizes a methodical approach to scaling into positions, maintaining a concentrated portfolio, and identifying undervalued stocks with strong fundamentals.
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00:00 - Intro
00:19 - Background & Finance Industry
13:20 - Where to find value (Real Estate Sector)
21:14 - Approach to Investing
25:27 - Critieria for Investing
29:35 - Top Position & Investment Thesis: $BQE.V
38:04 - Last Remarks

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