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Invest-o-gator's avatar

Good post. We have two sayings that rhyme with this theme:

1. Reduce the idea to a < 100 IQ and execute. We borrowed this from another successful fund manager. It keeps us from getting getting too much in the weeds.

2. We often find ourselves catching one another saying, we are "too close" or "too deep" or "too in the weeds of the model" we correct ourselves by taking a step back and asking, "what's the opportunity."

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Andrew Walker's avatar

i like both of these models; thanks for sharing

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