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Owner's Manual

Owner's Manual

We are a fiduciary of your capital. Your understanding of what we do and how we will approach it is a critical element in enabling us to attain our goal. The Owners Manual helps achieve this....

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The investment world expects detailed research pieces around hypothesis made on buying businesses. We have been told as kids growing up that having more information makes us better informed and gives us an ability to arrive at better decision making. We extend the same analogy as analysts to write detailed 20 page reports on companies, which also gives us a sense of confidence on the analysis of the business we work on. As counterintuitive as it may seem, working with a fewer set of variables gives us a simpler and more nuanced view of the world and it improves the decision making process. More importantly, it gives us as humans the humility to understand that all the variables are not under our control, and the end outcome will always have an element of uncertainty. The article below makes for great reading to explain the same.

Click the link to have a complete read – https://macro-ops.com/the-perils-of-too-much-information/