Welcome to the September 2024 edition of Andrew's Random Ramblings on the Yet Another Value Podcast. Once a month, Andrew will share thoughts on a few topics - this episode includes: heavy selection bias, probabilities and waiting and how people value them, and returns on fame.
Chapters:
[0:00] Introduction to Andrew's Random Ramblings + Episode sponsor: Daloopa
[1:36] What are the returns for folks focused on one company, one sector
[7:25] Probabilities and terminal 0's
[12:57] Returns on fame
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