Thesis-Driven Investor: How to Build and Develop a Specific Investment Thing

Rick Steves: I want to give you a quick summary of how we build and develop this specific investment thesis. He says our staff members are product owners, much more so than anything else. They actually run their verticals. They run the research. And then us as a team, once they've pitched that idea, we'll cross-examine it. We're hoping to bring all those expert networks together in order to arrive at that conclusion when we invest.