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I’m reminded of this one story of Asian business where the foreign team preps hard for a deal with a Chinese business, and it’s an incredibly high pressure thing where they are very worried about mistranslations and contracts and so on … (1/2)
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In fundamental equities research, one of my secrets was was that I used the "annoying face" method to generate alpha. This method involves meeting management or seeing videos/PR of them, and seeing if their face was annoying or not 1/n
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(And it was a profitable partnership!) Sometimes I wonder about how to hire better, and how to get good at reference checks and evaluating people and seeing values and judging character, and then sometimes I hear Chinese stories about business and basically sigh.
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