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Evelyn Zumthor's avatar

That line about “humility and conviction”landed. This piece feels more perceptive than most content on risk management.I'm curious how you think about that tipping point in long term positions, when conviction starts to blur into stubbornness

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Pavan Dev Singh Charak's avatar

This is a masterful synthesis of risk and resilience applied to quality investing. Paul Marshall’s lessons, especially on structural prudence and psychological balance, map perfectly onto the mindset required for concentrated long-only portfolios. Loved how you tied reflexivity, humility, and portfolio-level discipline into one coherent framework timeless wisdom, practically applied.

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