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Shortsighted Capital
ShortSightedCap
Time for another year end reflection thread - a compilation of 2020 errors: 1) I was underweight tech into March. I saw SaaS valuations hitting new highs, and a lot of
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We have all seen the BCG "value creation" chart: Like I think it has been beaten into the head of every analyst since like 2015. It's right up there with
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Great thread by @IgnoreNarrative https://twitter.com/IgnoreNarrative/status/1293010041126166528?s=20 Made me think of two great pieces of advice I've received from two very talented investors:“Investors make investing a lot more compl
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