If I had a large fund with several analysts, I would instruct them to do three things: 1. Sit on your ass and read. 2. Write a point-form report when convinced of an idea with unusual merit. 3. For God’s sake, no PowerPoint or verbal presentations.
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Replying to @Tinyvalue
You need a PowerPoint though to build your thesis and provide background analysis in appendix. No way to be convincing in one A4. Just look at the size of short write ups on VIC. Highly recommend to read Pitch the Perfect investment by
@paulsonkin and Paul E Johnson!1 reply 0 retweets 1 like
Replying to @dmitrygenin @paulsonkin
We shall agree to disagree my friend :-)
11:02 PM - 5 Feb 2019
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