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The -£17B Engine

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…

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Noise, Intuition & Judgement

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…

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A Trial Whose Time Has Come

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…

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