#37: Keith McCullough On The Power Of Betting On Yourself
Superinvestors and the Art of Worldly Wisdom
The Three Pound Process
I mean, everything starts with experience. And I learned how to model companies using what we would call a Harry and I would eventually call when we started Falconhenge Partners, which is our hedge fund the three pod process. We talk about accelerations and D cells and revs and cash flows. That's where it came from. So I said, Hey, you know, why don't we build this out for macro where I basically substitute revenues with GDP and I substitute cash flows or earnings with inflation. Cause that's what's going to drive cost of living in that economy. It started with a model that I'd use successfully and applied materially in public markets and then started to build it
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