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Judgment & ambiguity · Prioritizing without clear signal

You've just picked up coverage of an unfamiliar sector with a dozen names and no strong prior on any of them. Where do you dig first when nothing is obviously the best idea?

0of ~160 wordsAbout a minute spoken
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With no prior, I sequence by where I'm most likely to find mispricing per hour spent, not alphabetically or by market cap.

The full answer: structure, worked example, likely follow-up.

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