Value investing is at its core the marriage of a contrarian streak and a calculator.
Month: June 2019
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The Core Of Value Investing
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Doers Are Thinkers
My observation is that the doers are the major thinkers. The people that really create the things that change the industry are both the thinker-doer in the same person.
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People Who Write A Lot
People who write a lot, also listen a lot. They also change their mind a lot. Not necessarily with new data, but sometimes re-analyzing the same data. They also work hard to disconfirm fundamental biases.