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enjeywtoday at 12:39 AM1 replyview on HN

I used to share a somewhat similar sentiment.

I know one anecdote is not data, but his investment in BYD all the way back in 2008 does counter that viewpoint somewhat - his investment success in the BYD case isn’t from other investors following him in, it’s from him identifying BYD as a successful company far before any other major investors did.


Replies

tim333today at 12:54 AM

Minor nit - it was Charlie Munger who identified and argued for BYD.