You're Probably One of the Deepest Thinkers in the Investment Business

I was a practicing analyst at the time first Boston and just became very interested in the topic specifically evaluation. And then I was like, you know, Al Rappaport made this point in his book that strategy is really important. So I started doing deep dives on competitive strategy. It's an incredibly fascinating field because you never have it licked, right? There's always more to learn about how markets work.

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