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Investment Philosophy: Difference between revisions
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By following this community based open source model combined with strict criteria for probability based weighing of correlations and strict [[Guideline:Due diligence of new sources|due diligence of news sources]] we are confident that we can improve the accuracy of our investment models over time to unprecedented levels compared with industry standards. | By following this community based open source model combined with strict criteria for probability based weighing of correlations and strict [[Guideline:Due diligence of new sources|due diligence of news sources]] we are confident that we can improve the accuracy of our investment models over time to unprecedented levels compared with industry standards. | ||
== Research process == | |||
We are constantly aiming to reduce complexity by dividing a large company analysis into multiple sub-components like team, market and moat. Those components in return get broken down into more sub-components which might be broken down even further until we reach a level at which components and cause-effect relationsships become self explanatory & common sense. | |||
The aim in our analysis is to reach high conviction levels on different parts of an investment thesis which will in the end be synthesized into one complete picture which comes as close to reality as possible. | |||
To do: Add graphical visualization and create deconstructed model for one example company. | |||
== Other == | == Other == | ||