Coburn Ventures Podcast #211: Uncommon Inputs-- Questions for Management to Induce Uncommon Inputs
Dec 12, 2024
Dive into the fascinating world of question-asking and its impact on management assessments. Discover how unique inquiries can unveil intrinsic motivations and break the mold of traditional presentations. Learn the art of preparation for management meetings and the importance of genuine curiosity. Explore how strategic, long-term questions can enhance organizational effectiveness and shift focus from ego to collaboration. Uncover the potential of thoughtful questioning to generate insightful discussions and informed investment decisions.
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Define Insight By Its Uncommonness
- Insight is an uncommon understanding that raises conviction about future cash flows of a business.
- Generate either deeper knowledge of known facts or entirely different thoughts the market misses.
Prepare To Hear Anomalies
- Prepare to listen, not to recite a checklist of questions during management meetings.
- Train to hear anomalies and drop into them to capture the most valuable tension.
Ask What Investors Are Missing
- Ask management: what recent thing investors are underappreciating that matters for the next 2–5 years.
- Use that answer as a designed uncommon input to boost conviction about future cash flows.