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"The model isn't the point. The understanding is." coatue.thomas joined Coatue in 2003 with no formal analyst training. One rule that is still a non-negotiable: build every cell of the model yourself. No inherited spreadsheets. No shortcuts. The only way to actually know what you own. TBPN

135,090 次观看 • 3 个月前 •via X (Twitter)

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