i recall once reading someone explain the distinction between *precision* and *accuracy* in investing
precision without accuracy is analyzing the Macy's or Blockbuster org charts and financial statements in great depth to form an investment thesis without seeing Amazon and
I hereby challenge @UnstructuredCap to a public debate
How about today at noon PT?
Consider this a financial duel
Quote
Oct 31

UnstructuredCap
@UnstructuredCap
This is the type of model ur summer intern who won’t get a return offer builds.
No taxes or change in working capital.
Partner at Sequoia tho. Honestly I think what this really shows is the gap between the way VCs think about businesses vs how a bottoms up PE firm/HF thinks.









