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#11 Daniel Sun Zhang: An Investment Thinking Toolbox

Investing by the Books

CHAPTER

How Do You Use That Practically When You're Investing?

You try to move things from unknown unknowns to at least questions in the other quadrants, or ex something that is actuallyknowledgeabley. Do you have some some example? Yes. I mean, one quite good tale for me is that if i feel that it's very simple and have a very simple narrative and a simple case for it that is straightforward, it probably means that i have too much into the unknown unknown area. But apart from that, i tried to read different reports about the company. I tried to read the company's own erial like quarterly reports and annual reports. And i try to talk with people that i respect and know that they know something about the company...

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