Kinda love this line of thinking b/c in companies that may be engaging in fraud there are multiple questions to ask. 1. Is fraud happening? 2. If so, is it helping the company get closer to escape velocity? 3. If it is, could the fraud actually be bullish as a passive investor?https://twitter.com/jeremymikejo/status/1223869512526659584 …
Interesting point for sure. There is definitely a metagame to this that I think many investors refuse to even consider exploiting. Could be a source of +EV for those who do?
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Yes agree it‘s an interesting meta-perspective worth reflecting on. Difficult distinction between actions and cultures that grease the wheels a little bit, or for a short time (e.g. startup „hustle“), and pathological tendencies that will corrode things and blow up over time.
Thanks. Twitter will use this to make your timeline better. UndoUndo
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Thanks. Twitter will use this to make your timeline better. UndoUndo
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