- 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
notes, learnings and reflections for future self reference