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thesis-driven investing

2 statements across 1 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Nov 4, 2022 by Harry Stebbings · across every show →

Everything said about thesis-driven investing, oldest first

Nov 4, 2022 negative
Opinion
Stebbings: Thesis-driven investing creates confirmation bias and leads to bad decisions
“So this is why I don't like thesis-driven investing, if I'm honest, Michael.”
Harry Stebbings Nov 4, 2022 ▶ 13:09 Michael Mauboussin: The Single Biggest Mistake Investors Make In Decision-Making | 20VC #945 · 20VC with Harry Stebbings
Nov 4, 2022
Insight
Mauboussin: Thesis-driven investors must pre-define probabilistic signposts to prevent bad deals
“If you do have a thesis, and by the way, I'm not adverse to that, but if you have a thesis, you should be thinking about so-called signposts, which is to say, if this thesis is correct, here are the things that we should see happen as we travel down this road,…”
Michael Mauboussin Nov 4, 2022 ▶ 13:38 Michael Mauboussin: The Single Biggest Mistake Investors Make In Decision-Making | 20VC #945 · 20VC with Harry Stebbings
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