An Investor Idea Dinner, Without The Seafood Tower

The most important job of any money manager is to find information that refutes their investment thesis. This constant self-doubt is what separates the out-performers from those who fall victim to group think. The ability to prioritize truth over hubris is not easy, nor is it common, but it is the sign of an individual who is likely to be on the right side of a trade more often than on the wrong side.