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Mostly Borrowed Ideas: Deep Dive Research, Meta, Dollar General

The Security Analysis Podcast

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Fundamental vs. Quantitative Investing

This chapter examines the key distinctions between fundamental and quantitative investing, highlighting the lack of a one-size-fits-all formula in the fundamental approach. It underscores the necessity of deep business understanding through thorough research rather than relying solely on screening methods. The importance of writing as a reflective tool in investment decision-making and the challenges of adopting established strategies are also discussed.

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