China Thoughts and the Circle of Competence | Value Investing News

China Thoughts and the Circle of Competence

  • I think there will be lots of opportunities for investors who put in the effort to understand China and the companies that do business there.
  • It’s crucial to be intellectually honest about what you know and about what you don’t know, and there is a lot that I don’t know about China.
  • If not, then it’s best to keep learning, and not invest.
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