My guest today is Twebs (https://twitter.com/twebs). Twebs writes The Asymmetry Infantry (https://twebs.substack.com/) and is host of Single Stock Spaces (RSS feed: https://api.substack.com/feed/podcast/487271/private/05bd0330-8d56-4df0-8ad3-9051293c432a.rss). He spent 15+ years on the buy side and chats with me on lessons learned there, specifically on what good research looks like. We discuss Twebs' Double Dog Index (https://twebs.substack.com/p/introducing-the-double-dog-index) and important differences around capital allocation among the names ( $X v. $STLC v. $ARCH ). Twebs gives an update on $AMPY and how the risk/reward has improved since October (check out his original overview of Amplify here https://twebs.substack.com/p/ampy). We close out talking about a formative investing experience that shows the value of identifying opportunities with non-economic sellers, limited downside and high upside.
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