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Reflections on the Investing Process with Michael Mauboussin

Frederik's Labyrinth

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Are There Common Themes Among Analysts?

Frederick: I'm curious a couple of just related questions. Are there any common themes where analysts intuitively, you know, often kind of get off track or like any common themes among mistakes? Frederick: There are myriad ways to do that right and again I'll just repeat their names from Jim Simons and Renaissance technology which is employing scores of PhDs and highly mathematical and lots of things that you're reading. And so it's very easy for people to stray off.

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