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As an analyst, most of my time is spent deepening my understanding of our portfolio of companies and researching potential new investment candidates. But every once in a while, I meet with investors in our fund. They always ask “how do you come up with new ideas?” After my deer-in-headlights stun wears off, I usually give a rambling, incoherent monologue and it is a miracle if they don’t pull out their funds immediately.
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