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A key part of having an investment thesis is, do you understand the business? Yes. I don't like investing in businesses that I just don't understand. And so it's not like you have to go into some real deep dive as to explaining the drivers of revenue and what's going to change the margin picture in the coming years. Just understand what the business does, understand how it makes money, and then think about that in the context of the future.
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AI-powered
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Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode