This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://blog.variantperception.com?utm_medium=podcast&utm_campaign=CTA_1">blog.variantperception.com</a>

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.variantperception.com

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://blog.variantperception.com?utm_medium=podcast&amp;utm_campaign=CTA_1" rel="noopener noreferrer">blog.variantperception.com</a>

4Q21 What we got right and what we got wrong

At Variant Perception, we search for first principles answers to fundamental investing questions. We draw from diverse sources, from historians, to famous investors, to disease contagion models, and we avoid overfitted black boxes. <a href="https://blog.variantperception.com?utm_medium=podcast">blog.variantperception.com</a>

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At Variant Perception, we search for first principles answers to fundamental investing questions. We draw from diverse sources, from historians, to famous investors, to disease contagion models, and we avoid overfitted black boxes. blog.variantperception.com

At Variant Perception, we search for first principles answers to fundamental investing questions. We draw from diverse sources, from historians, to famous investors, to disease contagion models, and we avoid overfitted black boxes. <a href="https://blog.variantperception.com?utm_medium=podcast" rel="noopener noreferrer">blog.variantperception.com</a>

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4Q21 What we got right and what we got wrong

4Q21 What we got right and what we got wrong