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by PragmaticPulp
1225 days ago
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I agree. The website is well done, but it’s a database of press releases. The press releases are designed to be advertisements for the company, which will inherently hide a lot of the valuable nuance that internal investment discussions cover. |
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Those are intentionally extremely flattering and very shallow. They're almost the polar opposite of what goes into the investment memo, which is a much more complete, honest(-ish), and sober distillation.