Great businesses can power through macro shocks and geopolitical dynamics, but it is important to think about what is going on in the world as you manage a portfolio because events could impact specific businesses and opportunities.
causalpending
Speaker
Joseph ShaposhnikEvidence Quote
“generally speaking great businesses can power through those those dynamics. But I think that it is important to think about what is going on in the the world as you manage a portfolio and we certainly do.”
Created: 8/12/2026, 6:14:37 PM
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