Investment thesis
by Darren LI and · updated 6mo ago
Investment thesis
- Instead, Professor Kahneman favored an alternative that he termed “adversarial collaboration.” When people who disagree work together to test a hypothesis, they are involved in a common endeavor. They are trying not to win, but to figure out what’s true. They might even become friends.
from Opinion | The Nobel Prize-Winning Professor Who Liked to Collaborate With His Adversaries by Cass R. Sunstein
kaiton added 6mo ago
"An investment philosophy on ‘complexity investing’ from NZS Capital"
Investment philosophy on "complexity investing" from NZS Capital, emphasizing the need to embrace extreme events, balance resilience and optionality, and focus on quality, growth, and understanding change in portfolio construction.
by NZS Capital
Juan Orbea added 8mo ago
NZS Capital poses that the economy and the stock market are best studied as complex adaptive systems akin to biology. They emphasize investing in companies that are adaptable, long-term focused, innovative, possess long-duration growth, and maximize non-zero-sum outcomes. The approach involves fewer, larger positions in companies highly adaptive to disruption, high levels of quality, growth, and context, and smaller positions in companies with a wide range of potential outcomes.
Investment Principles.pdf
Juan Orbea added 9mo ago
How Adobe Became a Successful $95 Billion SaaS Company
Darren LI added 1y ago
Darren LI added 1y ago
Darren LI added 1y ago
Google Strategy Teardown: Google Is Turning Itself Into An AI Company As It Seeks To Win New Markets Like Cloud And Transportation
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Darren LI added 1y ago
Darren LI added 1y ago
Darren LI added 1y ago
