Outliers and First Principles
Lo emphasizes the importance of being non-consensus to find outliers in investments. Erik discusses the balance between non-consensus views and building a team. They delve into the significance of first principles thinking in identifying fundamentally sound businesses that break existing narratives.In this clip
From this podcast
The Limited Partner
Lo Toney, Plexo Capital on How He Raised Capital from Google, the Ford Foundation, Mass Mutual | E29
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