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Alex Morris on Buffett and Munger Unscripted, $MSFT, $META, $GOOG, $AAPL Big Tech Cap Ex | S07 E04

The Acquirers Podcast

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Navigating Intuition and Analysis in Fund Management

This chapter explores the balance between rational decision-making and intuitive insights in fund management, referencing Nikolai Tangin's thesis. It highlights the strategies and biases of successful fund managers while delving into specific case studies, including IBM and Kraft Heinz, to illustrate the complexities of investment decisions.

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