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Reflections on the Investing Process with Michael Mauboussin

Frederik's Labyrinth

CHAPTER

Are You a Great Student?

There are many topics that either I have revisited or things I talk about or pontificate about but really haven't done a lot of work on. The other example was total dressable market right so everyone's like, Tam is this Tam is that you know I'm like, where do these numbers come from. So we sat down and like alright like how the black we're really to do this seriously how do we do this? It never seems there's always something else to work on in our industry which is just inherently fascinating.

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