I would like to apologize to @Craig_McDermott, @manualofideas, and Tiny for making a petty remark In reply to McDermott’s retweet. It was arrogant and stupid. We all have our own ways of generating ideas, and I’ve been unfair in my response to others’ kind suggestions and points.https://twitter.com/Craig_McDermott/status/1131160560006062083 …
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I appreciate the conversation as it's an important topic for serious investors. As the saying goes: nothing is true all the time. I think cloning can be a useful source of idea generation, but it requires discipline to do it right. So it can help or hurt depending on the process.
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Yeah, I guess I'm just troubled by the idea that notion that an absolutely autonomous process helps shield one from external-caused biases, mostly because I've been burned by the liking-loving tendency so many times...
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Replying to @Tinyvalue @Tyler_G_Howell and
Perhaps identifying the associated ticker, and at least perusing the company's accounting policies, risk factors, and footnotes prior to reading the analysis might provide enough of a pre-comprehensive-research-buffer.. Perhaps writing down three things that I dislike about it.
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Yeah i like to think of ideas that come from other investors as one of the sources of names that go in "the top of the hopper" so to speak. Doesn't mean they will make it out. The liking-loving tendency is real so you're right to mitigate it.
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Thanks Tyler. I know I’m coming from a right place, but just because the logic is right, doesn’t mean it’s a practicable research strategy for everyone.
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