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The Importance of Detail Modeling in Investment Wisdom
I don't believe in detailed modeling and because detail modeling has failed me many many times you should do you should have access to detail modeling if you can that is possible at I say potential. Detail modeling for example never could have predicted covid so you overspend time on detail modeling but intuitive common sense modeling is certainly needed. That comes out of a lot of hard work as Charlie Munger says it will not predict something else you've been doing.