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The Value of Original Ideas in Value Investing
i was thinking about our conversation around value investing, and this idea that actually, if you kind of read dfine how you're looking at a company's value, then maybe your a universe of value stock starts to look very different. And i suppose also to brett's point, it depends on your time horizon ant ye. I mean, you know, like, you got to be pretty confident. But the idea thats coming at a problem where you genuinely seek to uncover ideas that aren't just some deviation from conse sis is a sort of very interesting challenge.