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Scott Reardon: Quantitative Deep Value & Qualitative Fundamental Portfolios

The Security Analysis Podcast

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How to Keep Your Model Simple

I feel like with the investing, I think a lot of smart people fail because they're trying to do too much. They have too many factors in their model and their mental model or whatever it is. And you can't get all that right. You can maybe get one or two things kind of right. And so I guess that's all I'm focused on. That simplifies it a lot.

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