Thesis Investing
topic on 1 show · 1 statements across 1 episodes
1 statements about Thesis Investing, every show
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…”