
#316 Brad Slingerlend- Co-Founder of NZS Capital on Making Decisions in a Complex World
What Got You There with Sean DeLaney
The Three Components to Successful Long Term Investing
We have a set of characteristics that we hope help us weed through and find the better companies. We think most people with a modest amount of training can say, this is a good company,. This is a bad company. That's not terribly hard. But we just see a lot of people focused on that first one, like i'm just going to find great companies and an investing them. And they don't think about, what are the predictions i'm making, and what's the potential that they may or may not come true? Most people are actually pretty bad at that.
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