Writing my performance evaluation today, most of which is private but which I’m happy to share the fundamental strategy: Run a portfolio of experiments. Unlike an actual investment, you can increase sizing *after* the results are in at a similar entry price. Do that ruthlessly.
There are probably people/organizations with that constraint but I have more personal and organizational bandwidth and I actively work (a portion of the time) to increase the cadence at which we can run experiments. I think I made about 10 big bets in 2019, depending on sizing.
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Oh, ok. So your experiment isn’t literally what you’re writing for the text of your review? Your review is rather a paean to your successful experiments?
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