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#5 Brilliant & Mohanraj: Moats Matter

Investing by the Books

CHAPTER

How to Deal With the Bias at Diamond Hill?

Every thought is discussed a either or email, or at least once or a once a week a so there's we try to play devil's advocate. Nobody feels it as an attack on your idea. Its just incremental additiond and i think it also goes back to the framework of, it's not an ida. It's more like, how long do we wown onoon this position? And up to whatwhat valuations we're willing to hold this position? If everything goes well, we want to hold it for a very long time. The foot for guarding that mine said a helps you cano at least be open to the anti view if you're well. But one thing

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