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by danielmarkbruce
1514 days ago
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+100. I spent some time at a couple hedge funds and couldn't agree more. Even if OP wants to be an active investor, it's more likely they can do it Buffett style than Soros style. Many great investors have zero macro insight. Buffett, Munger, Lynch, Icahn, Ackman. There is a direct mapping from company level insight to the securities price - it's not easy, but it's at least understandable. |
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