Bayesian Bull

1 posts

Bayesian Bull

Bayesian Bull

@BayesBull

Katılım Mart 2026
20 Takip Edilen1 Takipçiler
HF Reflections
HF Reflections@hfreflection·
Trying to institute some more process around idea gen again as team grows and matures. Resurfacing, will probably update with some new thoughts when I have time. Still agree with most of this.
HF Reflections@hfreflection

PART 7: IDEA GENERATION One of our strengths is generating a high volume of “off the beaten path” ideas resulting in a portfolio that looks unique relative to other funds. This is how we do it. Focus here on longs. A 🧵

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