100% agree, problem is screeners screen on the same criteria (eg...

100% agree, problem is screeners screen on the same criteria (eg ROE, revenue growth, EPS growth,debt/equity etc...)
everyone thinks their exposures are unique, but actually most exposures are very much the same except for things you physically see (particularly if in some random place) or unique to your work (particularly if you are not a full time fund manager).
In essence I think people overestimate the uniqueness of their exposures, which platforms like Twitter actually amplify substantially by encouraging herding...

i have specific ways of diversifying exposure- but in principle it is all about having systems that allow exposure to things/ideas that don’t normally come your way, spontaneously...