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I'm a value investor, which I understand to be the following:

  1. Seek to own only the steepest discounts to expected value

  2. Be willing to hold an asset into perpetuity

  3. Aim to monetize holdings as fast as possible

My goals with the blog are to share my work with others who love the game, get fresh perspectives on my ideas, and become a better writer. 

Questions and feedback are welcome at

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