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Textbooks and Tariffs

Great companies find a way

Todd Wenning's avatar
Todd Wenning
Feb 02, 2025
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One of the biggest mistakes of my investing career was paying too much attention to the politics surrounding the Great Financial Crisis of 2008-09 and not enough on finding great businesses trading at generational lows.

It was an expensive lesson. If politics and investing are competing for your mental horsepower, err on the side of investing.

In recent d…

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