Drew Cohen of Speedwell Research: Deep Research and Business Counterfactuals
Enter the Labyrinth
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What's the Tradeoff Between Having Your Own List and Being a Writer?
I tend to ascribe to the belief that it's not worth writing anything that I don't believe is worth reading. And so there are like a lot of topics I could write about that maybe would be more popular, but I spend the better part of a month on each report. So yeah, I'll just try to almost just focus on things that I find interesting, companies I find interesting in the moment.
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