Dec 19, 2023·edited Dec 19, 2023Liked by Myles Kuah
Keep it simple is 100% the most important. So many complex thesis, revolutionary business models don't work out and burn investors. Avoid these and you will be having solid returns but no 50% a year and no -50%
Not really, the opposite actually. I found that I often found ideas when filtering for the most random combinations. Nothing beats just turning over more rocks. I think if something screens well then it gets noticed for the most part.
Keep it simple is 100% the most important. So many complex thesis, revolutionary business models don't work out and burn investors. Avoid these and you will be having solid returns but no 50% a year and no -50%
Let's look forward to a prosperous 2024!
Nice one mate. What have you found has worked best for you from a screening point of view? Any must have conditions?
Not really, the opposite actually. I found that I often found ideas when filtering for the most random combinations. Nothing beats just turning over more rocks. I think if something screens well then it gets noticed for the most part.