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Geoff Lewis, Co-Founder of Bedrock Capital: In Search of Narrative Violations

The Pomp Podcast

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The Narrative Violation

The best investments to make are the non-consensus investment and you got to be right. Narrative violation is not just about hey everyone thinks x is true, we're gonna go do why It's you have to have a reason for it, right? And I think that's the part that kind of gets lost and now that it's being overused.

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