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Investment Philosophy: Difference between revisions
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The sophisticated investor therefore has to realize when conventional wisdom is wrong and cannot be afraid of contrarian bets. (Our current contrarian bet is Meta) | The sophisticated investor therefore has to realize when conventional wisdom is wrong and cannot be afraid of contrarian bets. (Our current contrarian bet is Meta) | ||
The most important principles to determine the intrinsic value of an asset is studying market size, team and moats. | The most important principles to determine the intrinsic value of an asset is studying market size, team and moats (margins are derived from them). | ||
We are mainly focusing on disrupting technologies, outstanding founders/teams and strong moats at <u>reasonable</u> valuations. | We are mainly focusing on disrupting technologies, outstanding founders/teams and strong moats at <u>reasonable</u> valuations. | ||