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RWH017: Fidelity Legend Joel Tillinghast
We Study Billionaires - The Investor’s Podcast Network
Is That What Gladwell Was Like as a Natural Gas Analyst?
I know that in your early years you were an analyst studying natural gas or coal. And it seems like part of your skill as well as his is to take little pieces of information from one area of the economy and apply it elsewhere. Yes, he absolutely did that as a natural gas analyst. If I brought him the news that gas prices are up by 25 cents, he would say, what's that mean for the pipelines? When you do it badly, it's called anecdotal and scientific; when you do it well, just Gladwell would call it instant slicing.
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