Evan Tindell of Bireme Capital
Frederik's Labyrinth
Is There a Bias in the Portfolio?
The most common bias that you see, and it almost has a portion of this is almost in every other bias its, is something called availability bias. The way we look for that is stocks that have done poorly, where there's some newsworthy story about why? And then the second trigger is like, o ka waiht, it's not directly ted to the business. Let me go do some research to try to figure out if it will end up affecting the business in the long term. It kind of depends on the specific bias that were that we're talking about.
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