Playing the plan: Mawer’s global equity portfolio | EP119 | Art of Boring | lystn

Playing the plan: Mawer’s global equity portfolio | EP119

The “Swiss cheese” mental model for risk management, why we initiated in Moderna, and how to test if you have a variant perception from the broader market.

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Playing the plan: Mawer’s global equity portfolio | EP1192 years ago

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Playing the plan: Mawer’s global equity portfolio | EP119

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