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2min chapter
Drew Cohen of Speedwell Research: Deep Research and Business Counterfactuals
The Alchemy of Money
Is There a Favorite Corporate Failure That You Enjoy Learning From?
I like to try to see if there's another counterfactual there. I kind of wish that was a pretty interesting one. That was an e-commerce player, you know, out of Europe originally. And they advertised and had their name on the Lakers, the LA Lakers, NBA team. They had kind of like a lot of mind share and it was kind of a popular stock for a while. But that was one where you could kind of dig in and you could see the value prop wasn't great.
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