I really enjoyed this. Honest, thoughtful & analytical. It's rare on nowadays to see this type of openness & integrity. Many writers either don't show the full picture, only show the wins or highlight hundreds of events & pick out the winners & advertise them. If you were to go one step further, you could add your portfolio exposure to each individual idea. Great stuff & here's to many more.
Nice review. Now go further. Make a conclusion of what type of pitch worked well for you, what didn't, what mistakes you made more often (I think something along over estimating future earnings or focusing not enough on busienss cycle), what worked well (maybe catalysts identification or undervaluation). The what type of company worked better, and if you want to focus your scope on one type or not?
The kind of honest review you fail to see 90% of times with other financial bloggers.
Keep up the spirit.
Good read, and honest reflections. Thank you Iggy!
I really enjoyed this. Honest, thoughtful & analytical. It's rare on nowadays to see this type of openness & integrity. Many writers either don't show the full picture, only show the wins or highlight hundreds of events & pick out the winners & advertise them. If you were to go one step further, you could add your portfolio exposure to each individual idea. Great stuff & here's to many more.
Yeah agree or they advertise there personal un audited IRR as being some insanely high number.
Nice review. Now go further. Make a conclusion of what type of pitch worked well for you, what didn't, what mistakes you made more often (I think something along over estimating future earnings or focusing not enough on busienss cycle), what worked well (maybe catalysts identification or undervaluation). The what type of company worked better, and if you want to focus your scope on one type or not?
I feel the sample is a bit thin for some of those conclusions for now. But I agree there is definitively even deeper work to be done.