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Waiting on Value
Risk of Ruin
What's the Difference Between Good and Bad Parts Analysis?
A lot of people, especially on finance Twitter, they kind of poo poo some of the parts analysis. But what I usually find is that there's a big difference between bad some of theParts analysis and good some of the Parts analysis. In investing, it doesn't really matter how many winning trades or losing trades you have. What actually matters is the sheer amount of money that you make relative to your invested capital.
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