“We write a couple of thousand words on it while we're buying the company… identifying if this happens, we'll sell”
Australian Investors Podcast · Finding Monsters: Matt Joass of Maven Funds Management [REWIND to 2019]
Play from 1:10:37
1:10:37
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What was described
Write a detailed (≈1000-word) investment thesis for each stock, including explicit conditions that would trigger a sale
Said nearby on the same subject
“…if that wasn't enough we actually have extra spreadsheets for anyone who pre-orders the book… three case studies… each includes a detailed cost of production budget…”
“Consideration will be given to risk sharing between the Government and the industry, including whether mechanisms for Government to capture a share of excess profits during favourable market conditions are appropriate”
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Said on Australian Parliament: House of Representatives