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Ep. 63 - NZS Capital: Complexity Investing
The Investing City Podcast
Is There Anything Punitive About Bad Investing Ideas?
There's nothing punitive. We all have bad ideas. It really comes down to arguing and constructive debate. If you don't argue a, you can't get to that truth. And so the whole point of our resilience and optionality portfolio construction is to inoculate us from those mistakes. I mean, if we have 50 stocks in the portfolio to day, you make mistaken 20 of em i dont know. You know, bret and i arguing heavily back and forth, a this morning about some stocks that we don't own. But it was just like here's this argument that the big big team should not be held as precious. Is it time to change our opinions? Why shouldn't
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