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Re:Articulate and Incompetent by jimmyvalmer on Saturday January 22, 2022 @03:52PM (#30040711)
tldr; intuition qua pattern recognition is often better than analysis but isn't as amenable to explanation.

Even if this were true, and it's certainly not in the context of fundamental investing, it's what asset managers call untradeable knowledge, e.g., an existence theorem for a number with no tractable means of finding it.

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