Aswath Damodaran @AswathDamodaran · 11 Aug 2026
To evaluate where conviction comes from, it makes sense to start with the structure of the thesis for a good investment - a perceived mispricing by the market, the wait until the market sees it as well and the correction. https://t.co/B0g81dN0W4 https://t.co/uXuBqymd1Y
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