Missed Opportunities are not always a Bad Thing

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Time is a precious resource and if you make it your task not to “miss” anything, you set yourself up for failure. There are too many opportunities out there and, by definition, you will miss many of them. That’s why we narrow where we want to look first by the themes we consider most compelling. We’re not necessarily seeing things others don’t see, but we will have a very different view on the magnitude of the trend or the speed at which it happens.
Source: http://www.valueinvestorinsight.com/