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Alix Pasquet Profile picture
Alix Pasquet
@alixpasquet
Nov 13, 2023 • 10 tweets • 3 min read
Last month I did a presentation at Yale University on Idea "Ingredients". What are the "ingredients" that make a GREAT investment idea? If you think of a great idea like great chocolate cake (I am a connoisseur, lol), what ingredients make great chocolate cake? For example, you don't find rubber in great chocolate cake. The quality of the flour and chocolate matters for example. How you sequence, size or mix the ingredients matters. Or the time it spends in the oven. Or the skill of the baker and how much "love" they put into making it. Here are what I think the ingredients are Image
Jun 20, 2023 • 18 tweets • 6 min read
On April 11th, 2023, I spoke at the
@punchcardproj conference. The title of the presentation was "How to be a great analyst". Here is the full video . Thank you @jfbasili, Vishal Mishra & Andrew Kahn for inviting me. Going to put up a few clips from the presentation. The first is this quote from the Big Guy (Warren Buffett) on what he looks for in an analyst. One theme of the presentation: if you do not have the qualities of a great analyst, you can surround yourself with individuals that do!
Apr 27, 2023 • 45 tweets • 8 min read
Thinking more of this point 👇🏼 and it reminded me that I responded to what I think are the drivers of investors or entrepreneurs or management that stop adapting and whose performance actually decline over time. It's a touchy subject. I elaborate more below. What makes some investors adapt and get better as they age and others dont? I have seen data sets that show that money managers performance decline in their early 40s. What are the drivers?
Jan 31, 2023 • 62 tweets • 16 min read
This is a follow-up series on field research. In my first series, I covered the why and what of field research. In the next series, I am going to focus on the how or procedures. This series will focus on pre-fieldwork. Or what should you do before going into the field? The investment business is competitive, difficult, and painful. We need tools and processes like field research to increase the probability of preserving capital and making money.
Jan 9, 2023 • 22 tweets • 8 min read
In 2018, I was invited to speak in Chris Begg's Security Analysis class at Columbia. The topic I chose to teach was field research. Chris is a dear friend, a fantastic investor, very well-surrounded, and one of my favorite learning partners. Very grateful he had me come to class What is field research? It is first person knowledge and experience of a business’s interactions with its customers, suppliers, competitors, and geographies for the sake of gaining conviction in an investment thesis. It is best done IN THE FIELD, not sitting at your desk in NYC