We're delighted to provide a research update on one of our favorite positions, Rolls-Royce. Click here to read "The -£17B Engine" After you read the note, please take a stab at predicting your own forecast of what the company's fundamentals…
At our investor day in September, we spoke with Dr. Phil Tetlock about the roles of noise filtering, intuition and game theory in good decision-making. We also kicked off a new Superforecasting trial that we're conducting with our investors in…
At our investor day last month, we launched an exciting new trial. Dr. Phil Tetlock was there with us to launch the partnership with Good Judgement and Trefis, which are two tools we are using to enable the study. The…
Yesterday, we hosted our first, and certainly not last, investor day. We had three doctors on stage (two of which were CEOs of our favorite positions), we talked about the Builders (with more to come on that), and launched a…