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30. Kris Sidial
Mutiny Investing Podcast
Is It a Performative Due Diligence Checkbox?
Ewan MacKinnon: A lot of time, edge is something that can't be explained or expressed. By the time you can run a beautiful back test to it, and by the tme it's out in academic papers, the edge has already been armed away. You shouldn't always go back on your due diligence because at that point it's too late,. And if you've been trading long enough, there are some things that conceptionally make sense.
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