Agreed. Best type of approach IMO: read thesis-> make a short thesis->disprove every point (using external sources, no opinions/data from management team)->if all points disproven & attractive return-> invest. Else, look for the next thesis.
With this approach you may miss a lot of opportunities but at the same time dodge a lot of bad ones and you will quickly realize >99% of all theses do not meet these requirements
Agreed. Best type of approach IMO: read thesis-> make a short thesis->disprove every point (using external sources, no opinions/data from management team)->if all points disproven & attractive return-> invest. Else, look for the next thesis.
With this approach you may miss a lot of opportunities but at the same time dodge a lot of bad ones and you will quickly realize >99% of all theses do not meet these requirements