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eric boroian
eboroian
(1/n) Value investing is about buying something for less than it’s worth. 2 problems with the implementation of this:1/ People don’t have the same definitions/frameworks for thinking about what something
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A thread on things I’ve read over the years that have resonated with me, influenced my investing & made me rethink things. Will add to it over time(Didn’t include the
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Some things that have helped me improve vs the traditional 'value investor' I was 15 years ago. Two categories: quality & contrarianismOn quality: spend more time on direction vs width
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A week ago I asked for some interesting investing follows that think creatively. Here are some of my thoughts… I like this quote: 'Knowledge has become much more commoditized because
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