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Guy Spier: Our brains didn’t evolve for a modern economy

Investors' Chronicle

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Don't Talk to Management

The first idea that comes into your head is the one that usually sticks the most even if it's not the best idea so you know people say first impressions count first impressions do count. Many of these many companies that we research have a narrative and the narrative may not be the reality let's say. narratives are powerful because they take hold of us and then we see everything in terms of that narrative. You don't want the narrative first you want something that is as it will allow you to be as objective as possible.

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