Building a Framework for Business Quality with Simon Kold
The Education of a Value Investor
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Navigating Investment Knowledge
This chapter explores the intricate relationship between investment evaluation and epistemology, emphasizing the importance of understanding the foundations of knowledge in investment research. The discussion highlights common logical flaws and emotional biases that can skew decision-making, urging a critical perspective on anecdotal evidence. Additionally, it advocates for a shift towards a more nuanced, empirical approach to investment analysis, moving beyond simplistic checklists to ensure high-quality evaluations.
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