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- Must Reads: Ray Dalio's Secret Portfolio, Why He's Betting BIG on Palantir (and Dumping Disney)
Must Reads: Ray Dalio's Secret Portfolio, Why He's Betting BIG on Palantir (and Dumping Disney)
Palantir vs. Disney: Decoding Ray Dalio's Investment Strategy (and What It Means for YOU)
Welcome, Investors!
Okay, I've gotta admit, I'm a bit obsessed with Ray Dalio's latest portfolio moves. The guy's a legend, and when he makes a big bet (or a big exit), I pay attention.
And his latest moves have me thinking... is he onto something HUGE with Palantir? And is he making a mistake by dumping Disney?
In this newsletter, I'm putting on my analyst hat (but keeping it friendly, I promise!) and sharing my thoughts on what Dalio's moves mean for us regular investors. Here's what we'll explore:
The Palantir Power Play: Why Dalio is doubling down on this AI powerhouse.
The Disney Dilemma: Is the House of Mouse in trouble, or is Dalio missing the bigger picture?
Lessons from a Legend: Key takeaways from Dalio's investment philosophy that we can ALL apply.
Your Portfolio Playbook: How to use these insights to make smarter investment decisions.
Whether you're a seasoned investor or just starting out, this newsletter is packed with valuable insights and a healthy dose of friendly advice. Let's learn from the best and navigate the markets together!
Cheers,
Erwin Dwight
Founder of Investing Wise Academy
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