Idea Generation Process
Adam discusses a structured approach to idea generation that combines quantitative models and qualitative insights. He emphasizes the importance of identifying durable investments, particularly in cyclical sectors, and outlines a three-phase process that progresses from initial idea generation to in-depth research and external validation. The integration of AI into their historical analysis serves as a powerful tool for uncovering potential opportunities.In this clip
From this podcast
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Adam Karr – Extreme Alignment at Orbis (EP.338)
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