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Howard Marks & Andrew Marks: Something of Value
Acquired
Are Buffett's Investing Lenses Really Helpful?
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One of the things that really interests me is applying some of the more traditional investing lenses or buffet investing lenses. I think it's very helpful to be able to visualize what the business could look like in 10 years. And so if everybody has all the company data about today and the means to massage it, how do you get a knowledge advantage? Andrew: You have to either somehow do a better job of massaging the current data, which is challenging; or you have to be better at making qualitative judgments.
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