Category: Essays

Return Attribution

One way to buy a business is to have a thesis. A thesis on why this particular company is a good deal. Why its advantages make it a good investment. Why changes you make to it will increase its value. But most times, we do not think enough about the durability of our thesis – […]

Use Conflicts – Move Fast – Overcome Bias

We adopt the beliefs and convictions of our peers without being aware of it. Their biases and convictions soon become ours, and we cannot distinguish between adopted and independently formed beliefs. As a result, unchecked, potentially wrong convictions hurt our decision-making and, in turn, our business strategy and investment ideas. In the attempt to solve […]