How Much Information Is the Right Quantity?

There's also this interesting question in terms of information, i.e., how much information is the right amount? Where's the line between knowing more about the company than the rest of the market and getting too much information? I do think it's important not to get too bogged down in needing tons of information to make your decision. There can be a bias sometimes into the companies with the most expert calls that everyone's interested in. Those can have a valuation premium associated with that for sure.