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* Critical. We are always very critical of methodologies and motives of our sources and try to spot flaws and mistakes.Only by being ultra critical on the inputs you accept as truths it is possible to build a solid and coherent mental model and investment system. We put things into perspective and act as your filter. | * Critical. We are always very critical of methodologies and motives of our sources and try to spot flaws and mistakes.Only by being ultra critical on the inputs you accept as truths it is possible to build a solid and coherent mental model and investment system. We put things into perspective and act as your filter. | ||
* Differentiated. We care about differentiations, like details and avoid generalizations. We do our best to differentiate between facts of different reliability and assessments with different confident levels and do our best to communicate and highlight the differences. See also our "strive for excellence" [[Our Values|value]]. | * Differentiated. We care about differentiations, like details and avoid generalizations. We do our best to differentiate between facts of different reliability and assessments with different confident levels and do our best to communicate and highlight the differences. See also our "strive for excellence" [[Our Values|value]]. | ||
* Non authoritative: Investing is a game of probabilities and not certainties. We do not strive to appear authoritative but provide granular and detailed assessments and opinions. | * Non authoritative: Investing is a game of probabilities and not certainties. We do not strive to appear authoritative but provide granular and detailed assessments and opinions with different confident levels. | ||
* No bullshit meetings. If a meeting doesn't make sense it has to be canceled. | * No bullshit meetings. If a meeting doesn't make sense it has to be canceled. | ||
* Long feedback cycles. Long feedback cycles in investing are normal. It can take a long time until the success of a strategy can be seen. Similarly it can take a while until people catch up with your research. Be prepared for that. | * Long feedback cycles. Long feedback cycles in investing are normal. It can take a long time until the success of a strategy can be seen. Similarly it can take a while until people catch up with your research. Be prepared for that. | ||