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Great structured way to process information about potential/current investments. I would bet this lends itself well to updating the thesis, perhaps with the help of NotebookLM or Claude Projects

When I analyze stocks, my notes are structured and quite consistent between companies, which makes it easier for me to compare notes between companies and compartmentalize the information in my mind.

So instead of one long, amorphous note, I have nine major buckets in my single company note that I drop information into.

Each bucket is lite…

Apr 5
at
9:02 PM
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