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E013: Prime Results, Hiring Execs, China, Ecommerce Health, Investing, Panzerism & More.

OPERATORS

CHAPTER

The Importance of Proprietary Edges in Investing

Jason Johnson: You guys are absolutely over confident and biased in the way you are investing your money. None of you should be investing in ecom stocks or SAS businesses that serve ecom stocks. This is gambling, right? And dude, I'm totally victim of this too. He says if you have your own hedge funds outperform the market only when they have a proprietary advantage.

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