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The Only Two Investing Arguments: Case Studies of Kroger ($KR) and Amazon ($AMZN)

Erik Kobayashi-Solomon

June 21, 2017

There are only two arguments in support of any investment position: Business conditions are exceptional now, but will return to normal eventually Business conditions will become exceptional in the future When you are entering an investment, it is essential that you mentally check which argument you are making and whether you have enough evidence or …

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