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Adam Mead's avatar

This was great, Lib, thanks! Loved this, especially:

What really happens is you build muscle memory about a company and its ecosystem over years and calibrate conviction along the way. That’s why I would caution against buying after a first deep dive. Research should be exploratory, not confirmatory.

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AT's avatar

Very cool interview. I haven't gone through all the backlog yet, but do you have an issue or interview that talks about the benefits and disadvantages of running money while writing a newsletter, I like to see the mechanics of newsletters, but since a bunch of writers talk about running money and the idea generation from the writing process, it would be really interesting to see how the two interact.

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