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-[Chapters]-
00:00 Opening
00:46 What is undervalued x growth x problematic investing?
08:12 How to identify problematic stocks
14:15 Timing of buying and selling
19:14 How to view the AI ​​semiconductor market
23:24 Incorporating the thinking of others
26:04 To make investments that don't lose
32:42 Investment themes to watch
34:42 Message to Investors
------------------
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