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…excerpt from Mo Lidsky’s latest book, Partners in Preservation In their book, Switch, Chip and Dan Heath tell the story that may have changed the future of British Petroleum, the oil and […]

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Fighting Complacency

…excerpt from Mo Lidsky’s latest book, Partners in Preservation A simple way to combat portfolio complacency is to ask a simple question: If I had to recreate my portfolio today, would […]

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Seeing the Big Picture

…excerpt from Mo Lidsky’s latest book, Partners in Preservation There is an old anecdote about several blind men in a room with an elephant. One man holds the elephant’s tail and […]

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Choosing Great Investments

Choosing best-in-class investments is difficult for many reasons. One, knowing the full range of options is very hard (perhaps even impossible). Two, the hardest part of this process is that […]

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