Aug 24, 2023
How we approach finding new ideas in the widest investment universe.
Highlights
- Eagles and vultures mental model—why idea generation is
better enabled by one shared investment philosophy and knowledge
base
- E.g., Novo Nordisk and Publicis
- What is the “Bathroom List” and its role in our investment process and...
Aug 2, 2023
Unpacking one of our key mental models around
investing and managing risk.
Highlights:
- What we mean by “non-predictive decision making”
- Examining the question, “what’s your outlook and how you are positioned accordingly?” through a non-predictive decision-making lens
- The important difference between...