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Diary of a fund manager: the stocks I want to own when this is all over

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'It is essential to remember, that new and exciting ideas are often born in times of trauma – Microsoft and Amazon were both born in downturns' | writes Leigh Himsworth

This is a good thing because it means all investors have the same information and prices are fair. But it means I, and all investors, have to really think hard about what's worth owning, and when.

 

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