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Managing Partner at Compound Michael Dempsey explains how understanding structural themes can reduce the need to pick individual winners. “In 2024, I made this basket that I called the ‘AI obvious basket.’ It was 30 names roughly equal weighted. It drastically outperformed and I haven’t changed it in two years.”

Delphi Digital

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34,375 次观看 • 4 天前 •via X (Twitter)

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