Lessons from Yen Liow, Big Tech Earnings, and more!
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Hi everyone! It’s earnings season and our big tech companies (Facebook, Google, Amazon, etc) showed really stunning results. I’ll cover more in the latter half of this newsletter! This week, I wrote about Yen Liow’s investing philosophy with running a long-short fund and his thoughts on portfolio allocation. This interview is super insightful and I hope you enjoy it as much as I did!
Lessons from Yen Liow, Big Tech Earnings, and more!
Lessons from Yen Liow, Big Tech Earnings, and…
Lessons from Yen Liow, Big Tech Earnings, and more!
Hi everyone! It’s earnings season and our big tech companies (Facebook, Google, Amazon, etc) showed really stunning results. I’ll cover more in the latter half of this newsletter! This week, I wrote about Yen Liow’s investing philosophy with running a long-short fund and his thoughts on portfolio allocation. This interview is super insightful and I hope you enjoy it as much as I did!