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While both of us analyse things from top (macro) to bottom (micro), I do much further deep dives at a micro, company specific level, while TFT does more macro analysis. It was the same macro analysis that had TFT avoiding REITs for most of the last 2 years and avoiding the carnage in the sector.We found common language. Like a market that always goes up (creating a tide that lift all boats) it's easier to talk on the things you agree on.
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