This blog is an effort to sift through the noise. Please note that a number of resources are used to create these theses and due to an overriding desire to think rather than edit I will not be citing every little source.
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Saturday, October 12, 2013
Amit Kumar of Artham Capital Interview
Amit Kumar the founder of independent research shop Artham Capital has a nice interview with Manual of Ideas where he talks about how he looks for long and short ideas and gives some specific examples. Pretty interesting and worth listening to.