And every once in awhile, you can find exceptions to the standard rules and consensus thinking. Stretching your brain in this way is both a lot of fun and educational.
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Case in point: outperforming from holding a fraud that paid high dividends before its BK. Source: The Match King (excellent book BTW)pic.twitter.com/M0bzI0a4OJ
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Well there is a lot of merit to this one actually. See the post re: Ivar Kreuger.
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Sophisticated way of saying ‘jk, hate fraud’
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But I actually don't though. Genuinely think analyzing it from a passive shareholder's perspective is +EV. Make a small killing on Helios & Matheson when I knew it was garbage.
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Happy to know I’m not the only one who practices this.
Thanks. Twitter will use this to make your timeline better. UndoUndo
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