Investing Unscripted Misfit Monthly 2: The Too Hard Pile
In the second episode of Misfit Monthly by Investing Unscripted, Jason and Tyler explore the concept of the 'too hard pile' in investing—companies and sectors that are challenging to understand or outside one's expertise. They discuss the value of intellectual curiosity, the importance of knowing one's limits, and strategies to gradually expand one's circle of competence.
02:18 Understanding the 'Too Hard' Pile
07:18 Exploring Misfit Stocks
19:09 The Sunk Cost Fallacy in Investing
25:39 Building Knowledge and Intellectual Curiosity
38:50 Final Thoughts and Q&A Callout
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