Drew Cohen of Speedwell Research: Deep Research and Business Counterfactuals
Frederik's Labyrinth
What Is the Increasing Insight?
John MacIntosh: Constellation is probably less well known, but there's a certain type of investor who I think is definitely heard of it and people spend time on it. As you go through your research, how did you go about figuring out like, what is the incremental insight? Macintosh: One of the fears with any company that is acquiring a lot of companies, especially is buying them cheap. So I think that in researching that, that fear turned out to not be real. And then specifically when you're looking at a portfolio of 700 plus companies, you kind of just have to sample them.
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