Analyzability – Triaging Your Best Ideas
During his recent interview with Tobias, Andrew Wellington, Co-Founder and Managing Partner at Lyrical Asset Management discussed Analyzability – Triaging Your Best Ideas. Here’s an excerpt from the interview: Q3 2020 hedge fund letters, conferences and more Analyzability - Triaging Your Best IdeasAndrew: It’s iterative process. I like to do triage. There’s some things that look good on the screen. After a little bit of work, you can quickly dismiss them because you see something like asbestos lawsuit, the research notes. Number one on our screen for a while was Pacific Gas and Electric. Obvio...