566. Donald Broughton
Episode description
Donald Broughton founded Broughton Capital, after spending over two decades as a Wall Street analyst with real world industry experience, who used 'Sell' ratings fearlessly and became known for translating goods flow data into earnings and economic forecasts. Striving to be the "Independent Variable": always clearly communicating our unconflicted view with the facts and factors supporting it; mindfully remaining humble enough to admit errors quickly and change our view - determined to change the value of the dependent variables and the entire equation.
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