Insights

Essays on decision intelligence — not commentary.

Question-based writing on the parts of the job a research engine won't build for you: Anti-Thesis discipline, falsifiers with thresholds, and a decision memory that survives an analyst departure.

Investment committee meeting in a glass-walled office

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What Would Make You Wrong? Building an Anti-Thesis Into Every Investment Call

A token 'risks' paragraph is not an Anti-Thesis. What separates a defensible bear case from a decorative one — and how a falsifier with a measurable threshold changes an IC meeting.

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Updated 2026-07-10

EssayUpdated 2026-07-10
What Would Make You Wrong? Building an Anti-Thesis Into Every Investment Call
A token 'risks' paragraph is not an Anti-Thesis. What separates a defensible bear case from a decorative one — and how a falsifier with a measurable threshold changes an IC meeting.
Read the essay →

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