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CSU.TOTOI.VBULLISHCore thesis · 5/5

Framing: see what a business highlights and omits

The speaker argued that investors should analyze both the KPIs a business chooses to highlight and, crucially, those it omits to understand its true economic reality.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE