Investors & capital allocators

Every question in this questionnaire

1. What must be true for an investment thesis to be right, and which assumption is easiest to overlook? —
2. What is your theory of how success actually works in the field you work in — the dynamics underneath the surface? —
3. How do you distinguish a risk worth taking from one that merely has an attractive upside? —
4. How much should instinct count in big decisions? 4
5. What makes you say no to an opportunity that could still become very successful? —
6. Which founder or management quality matters greatly but is hardest to evaluate before investing? —
7. When did you last change your mind about something important? 28
8. How has a setback or failure set you up for later success? 69
9. When is patience an advantage, and when does it become refusal to admit that the facts changed? —
10. When you put your name on something, how thoroughly should you have checked it first — and when have you signed off without checking enough? —
11. What are you unwilling to optimise? 30
12. What responsibility follows from deciding where other people's money will go? —

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