Sanjay Bakshi: "The Prejudices of Mr. Market" Google Talk, one hour.
Finding good investments by identifying systematic undervaluation by the market-- for example, the market tends to overreact to CEOs who make big mistakes, but some CEOs learn from their mistakes. There may be one extremely competent company who's selling what generally looks like a commodity.
Prejudices are shortcuts in order to avoid handling large amounts of information, but if you can pay attention to actual information, you can do better than most people.
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