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Jake Taylor - Improve Your Decisions

The Business Brew

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Is There a Checklist for Investors?

"I'm very excited to bring that into my, but you know, I have done checklist in the past," he says. "It was a 40 page word doc that was just different line items and it would have stories like, you know, here's where someone else messed up." The software is mostly aimed towards public equities; there are checklists for other asset classes as well. 'You kind of don't actually think through something unless you have to write it down also'

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