Thomas Bachrach: Fishing Where They Ain't & Global Micro-Cap Investing (Episode 3)
Value Hive Podcast
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The Importance of Focusing on Your Initial Thesis
"I've moved much more in that direction because it's like, you know, when you, we've all been there," he says. "You'll look back and be like, yeah, I can see like a fluffy, nice thing and say, 'Oh, like, no time is wasted' But another part of me is thinking, if I would have just done a rough model and seen, okay, is this value even worth doing deeper research into?"
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