Concentrated investing is won and lost on the overrides you don't write down.

Buhawi is the discipline cockpit that forces a counter-thesis before you fade your own system.

Conviction without an adversarial check is just bias. When you fade a sized-up position, Buhawi makes you write the override, defend a counter-thesis, and timestamp the record. Built for concentrated books, where one bad override can undo years of alpha.

Full essay coming May 17.

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