Discover and read the best of Twitter Threads about #superforecasting
Most recents (2)
1/5 Thatcher/Johnson downfall - first you need a 'heavyweight' Tory to turn against you. In this case the candidate is Theresa May... 
2/5 Secondly, you need a major policy divide. In Thatcher's case it was the Poll Tax. Riots followed. In Johnson's case it's 'Levelling Up'. Soon people will see that it is only Tory constituency Levelling Up, not the rest of The North.
3/5 Plotting & insurrection are how Tory PMs are removed. A caucus gathers, WhatsApp group shapes up, hardliners sense pay back time. Knives out, but where are they? Thatcher was famously undermined by Geoffrey's Howe's pro-European speech. Johnson's downfall is of his own making
[THREAD] As a systematic public market investor, #VentureCapital was an asset class that felt opaque to me based on only my limited exposure of #AngelInvesting & my friends in the industry. In this article, I set the context for Unpacking Alpha in Venture Capital.
1.) It is a challenging asset class to digest & I am sure a majority of large institutional pools of capital would struggle to list more than a handful of brand name VC firms or investors.
2.) That said, top decile returns in VC are extremely impressive so I decided to take a deeper look with a view to create an ecology map & building an institutional footprint from first principles.
