Wisdom
The mental models behind the whales’ decisions — one a day0 of 12 models read
TODAY’S MODEL · №10 OF 12
Margin of Safety· Warren Buffett · Valuation
“You have to have the knowledge to enable you to make a very general estimate about the value of the underlying business. Then you do not buy a stock for $80 when you think it is worth $83.”
SEE IT IN THE WILD — THIS QUARTEREvery model here shows up in real 13F filings — check the Whale Watch page for this quarter’s moves.