Drew Cohen of Speedwell Research: Deep Research and Business Counterfactuals
Enter the Labyrinth
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Investing in a Popular Company Is Not Ideal, Right?
I think knowing what not to invest in, especially if it is like a popular company that people may have illusions about could also be valuable insight. We're going to try to avoid them until we run out of companies, which fortunately won't be for a while. Even a great company becomes quote unquote fully priced into the market, you have to like assume these other call options, if you will, materialize.
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