“…one of my partners will suggest something and I will… spend the weekend working on it… ask questions, get answers, build a model… if we generate greater conviction, we add.”

In Good Company with Nicolai Tangen · John Armitage: How He Invests, Building Egerton, and What Worries Him About AI

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What was described

When a partner suggests an investment, spend a weekend researching, ask and answer questions, build a model, and add to the position only after greater conviction

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