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November 8, 2004
New Category: My Bets
Over the years, I have peppered my posts with the assumptions upon which I make investment decisions. I think it is about time that I organize all that stuff in one place. By reading the "My Bets" category, you should be able to learn what overall market assumptions I am making in different areas. If you have a company idea that goes against one of my core assumptions, don't bother sending it in. Or if you do, be prepared to make a damn good case why I should waste my time and change my mind. Hope this helps....
Posted by Martin at November 8, 2004 12:05 PM
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