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I have always felt that the more superficial the KOL's understanding, the stronger their desire to express themselves.
When you have a deep understanding of a field, when you have formed a complete system regarding the horizontal and vertical landscape, asset classes, portfolio construction, cycles, and Alpha capture, it is inherently a tight system in your eyes, and it cannot be broken down into scattered anecdotes.
Fragmented information cannot support the operation of a complex system. If you don't read deeply for two years and then spend ten years in the industry, you simply won't learn or understand it, so I can't teach others.
Therefore, I hardly have any extra desire to express myself on investment topics.
In contrast, those stock investment bloggers who are endlessly verbose, the more they can talk, the more certain I am that they really don't understand.
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