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63. Peter Atwater: The Confidence Map
Investing Unscripted
The Overconfident Bingo Card
The overconfident bingo card is stepping back and assessing what would it look like if everybody is really confident in a company. With every box you're checking off, things are getting very close to a major peak. Panic tells us that we are rapidly approaching a low in confidence. I think it's God's ironic way of telling us that the worst is behind us.
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