Watchlists can be a waste of time
But I am not building up a baseball bullpen of game-ready companies
investment process
Fifty years – Beaten the market
It’s amazing that 2% makes such a big difference
Scatter shot estimates of fair value
A group with a high anchor were prepared to pay three times as much for the same wine as a group with a low anchor
Superior investment performance – what it takes – part 2
As an individual investor I have to recognize that I am unlikely to think of something the brains of Wall Street haven’t thought of, or see things the brains of Wall Street have missed, or have insights they don’t possess.
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