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Why I write deep dives.
Biases in deep dives are well recognized. I wanted to share my thoughts on them.

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fairwayresearch.substack.com
Why I write deep dives.
and how I try to manage confirmation bias.

Joey Hirendernath's avatar
This excerpt has got to be my favorite “No investor ever looks at the same company twice, for it is not the same company and he is not the same investor.” Knowledge compounds. Companies grow, enter new markets, launch new products, and hire different management teams." This is what I realized when I first looked into $SBUX 2 years ago vs what I see now.
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