Learning on 24 May 2018
On Risk Management “My investment process usually starts and stops with 2 questions. What is my probability of being right? What is the consequence of being wrong?”
On Risk Management “My investment process usually starts and stops with 2 questions. What is my probability of being right? What is the consequence of being wrong?”
Over the past few weeks, I have shifted my thinking towards companies with operating leverage coupled with network effects.