What is falsification in the context of investment decision making?What are the two broad types of errors investors are prone to make and what can theydo about those? How do you shape a goodthesis?What is your process for developing and formalizing an investment thesis so that it is testable with the data likely to be available to you? What process are you developing in your team to sort through among the myriad of ideas that everyone may have about what to investigate and why? What is the art of looking?