046: Deciding Not To Clone Seth Klarman On Intel
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments
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Tiger Management - I'm Going to Have a High Conviction About the Upside
Tiger management really kind of cemented for me that this is going to be my style. I'm going to have, i'm going to want a high conviction about the upside over the next three to ten years. And then once i feel confident about the upside generally, and i feel confidence about the downside precisely, then i look at price. If i generally have a price that i'm comfortable with, that seems reasonable, reasonable price, really good business dynamics, really confident the downside's limited,. That's where i'm looking for by and so you hall, would have been one of those.
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