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The Art of High-Conviction Investing

The creator, Amos, discusses his active, high-conviction investing strategy for 2025, which involves buying high-quality compounders during market dips and selling them once they reach his price targets. He contrasts this with a passive buy-and-hold approach for dividend stocks like Realty Income, SCHD, Altria, and Rexford Industrial. His personal portfolio returned 28.1% in 2025, outperforming the S&P 500's 19% return.

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