"The more research an investor does, the easier it is to distill the investment thesis into key assumptions and have more confidence in those assumptions."
This is so true.
You master an investment thesis when you arrive at the point where "less is more."
Terrific article!
"The more research an investor does, the easier it is to distill the investment thesis into key assumptions and have more confidence in those assumptions."
This is so true.
You master an investment thesis when you arrive at the point where "less is more."
Thank you!!!