#82: Red-Flagging with Steve Salopek. The Dark Side of the Moon Part II.

Today we’re with Steve Salopek, small-cap and tech fund manager turned University Professor at THE Ohio State University. We’re here to explore how we can better approach thesis threats, discussions, and investigations into what can and will go wrong with a thesis or a stock position.

Pip starts us off with some ideas for methods and then Steve will tell us more about building red-flagging right into their process, so that it seeped into the foundation, saving them valuable time and pain.

Stay tuned to how Steve’s techniques in his second career as a professor can be parlayed into investment meetings.

I hope you enjoy it.

This is part of a series we are calling The Dark Side of the Moon: the elements of process we don’t always like to spend time on but have a huge cost if we avoid them.

We’ll cover risk, selling disciplines, and red flagging, all along with our friends. I hope you find it a useful trip... See you on the other side.