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Distilling high-signal intelligence into digestible insights.
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"In the 70s and 80s if you invested in corporate debt you were buying investment grade bonds. Everything else was considered uninvestable. It was called junk in fact." - Armen Panossian [00:01:35]
"Mistakes cause mispricings. In other words, emotion and misinformation create these mispricings. We're looking for these moments of misunderstanding to…