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Maturity as an investor
ability to figure out proxies to access information and insight - gaining access to information asymmetry - Figuring out value where the other party does not see - Trade might fall through if party figures out the value that u are buying and under paying for - litigation on a company is a great source of public information where both parties are forced to review a lot of details - trust level is a function of
how consistent a CEO reports metrics to his company - how candidly and consistent the CEO reports the full picture both good and bad about a company - How well the company does forecasting, which indicates how well risk are accessed within the company
- different countries have differing levels of organizational capability
pumpjng additional resources will yield differing outcomes based as a result of how well resources are organized