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Hours-Per-Position Budget

The realistic number of weekly research hours an investor can sustain divided by the number of positions held, expressed as hours per position per month. A weekly budget of four hours spread across twelve positions yields roughly one hour per position per month -- insufficient to maintain a current-quality fundamental view of any business. The metric is a structural check on whether a portfolio is operating in the defensive or enterprising category, and the honest number is usually lower than investors expect.

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Related terms

Ambiguity Aversion · Anchored Assumption · Asset Beta · Bank ROE Spread · Banker Pitch Deck · Beta

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