thesis investing
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Dec 6, 2022 by Martin Casado · across every show →
Everything said about thesis investing, oldest first
Dec 6, 2022 negative
Casado: Thesis investing is flawed because market narratives are usually retrofitted
“A lot of investors talk about actually in the, a lot of investors talk about thesis. I don't think that's the right way to think about investing at all. I think it's just so crazy to come up with some story, which to your point is more retrofit. So I'm definit…”