Thomas Bachrach: Fishing Where They Ain't & Global Micro-Cap Investing (Episode 3)
Value Hive Podcast
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The Importance of Critical Thesis Pillars
Chuck Acry: What needs to happen on the downside for a company for you to say, "I got this wrong or I just don't feel right"? He says there are two things that need to happen before he can make an investment decision. The key is being able to succinctly sum up your thesis and then taking into account assumptions about what's going to happen in the future. acry: You'll never know if you played the odd right or not because we don't get to run 100 samples but it didn't happen.
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