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Reinvestment opportunity is the last criteria I consider, probably spend the least time understanding, yet is the most important in determining investment outcome.
Viewing the investment funnel like this, my excuse=each of the 5 filters above reinvestment need to exist before reinvestment can be evaluated. For most companies, you never get past filter #2 or #3, thus spend least time thinking about most important determinant of success.
Maybe we can invert this & make it useful:

If you are a PM & have 20 pre screened ideas presented to you from your 5 highly competent analysts, start your own analysis of this opportunity set at the bottom of the funnel, not the top, and work your way backwards.
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Bluegrass Capital
@BluegrassCap
At present, is there a better commercial storage solution for renewable energy sources than this?
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Bluegrass Capital
@BluegrassCap
Content & revenue models by media type...
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Bluegrass Capital
@BluegrassCap
WEN = 1st restaurant franchisor Ive seen say publicly they will roll out dark kitchens on top of their existing footprint (from their investor day)
related WEN slide
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Roger E. A. Farmer
@farmerrf
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💥 Dickie Armour 💥
@DickieArmour
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CtrlSec
@CtrlSec
📊#Time for monthly #stats

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Brian Cates
@drawandstrike
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@gelliottmorris
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@C_Stroop
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