Coburn Ventures Podcast #44: Investment Process -- The Pre-Determined Game Plan
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Apr 1, 2021 Explore how a predetermined game plan can revolutionize investment decision-making. Learn the importance of clarity and structure in prioritizing investment opportunities. Discover strategies for enhancing productivity through targeted dialogue in meetings. Hear insights on recognizing biases and evaluating risks to improve analysis. Analysts are encouraged to stay focused on relevant data to extract valuable insights. This approach leads to better outcomes and a more disciplined methodology in navigating the complexities of investments.
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Predetermined Game Plan Tool
- Use the predetermined game plan as a one-page cheat sheet to organize your thesis and key questions.
- This tool sharpens communication and focuses research efforts efficiently for analysts.
Focus Avoids Complexity
- The plan helps focus only on what matters, reducing noise and time spent on irrelevant issues.
- Without it, daily investing becomes chaotic and reactive, increasing complexity and stress.
Use Plan To Focus Meetings
- Use the predetermined game plan in meetings to focus conversation on thesis shifts and relevant questions.
- This approach raises the sophistication and depth of investment discussions.