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acquirersmultiple.com
| | hurricanecapital.wordpress.com
2.9 parsecs away

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| | "We have no control over outcomes, but we can control the process. Of course, outcomes matter, but by focusing our attention on process, we maximize our chances of good outcomes." -Michael J. Mauboussin "The practical difference between . . . risk and uncertainty . . . isthat in the former the distribution of the outcome...
| | realreturns.blog
2.7 parsecs away

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| | If you dive into any of Warren Buffett's many shareholder letters (and you absolutely should - they are a master class of communication style as well as an awesome throwback to the late-90's early-internet-chic design style) the apparent lessons to take away is that the route to investment success is to buy a small number...
| | valueandopportunity.com
5.1 parsecs away

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| | Prof. Damodaran with some reflections on how AI will impact the investment analyst profession Nice deep dive into recently UK listed CK Infrastructure from Bos Invest Cliff Asness from AQR thinks that markets have become less efficient over time Remitly looks like a potentially interesting Fintech stock The boom time of dating apps is (long)...
| | 25iq.com
19.5 parsecs away

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| "I think part of the popularity of Berkshire Hathaway is that we look like people who have found a trick. It's not brilliance. It's just avoiding stupidity." http://www.scribd.com/fullscreen/110302239?access_key=key-28dmiqkoda00xd7b7mae A Lattice of Mental Models Understanding how humans make decisions is critical for any investor.Unless careful attention is devoted to decision making processes the brain can be...