Read on Twitter
1/n Thread on #creativity in investment process
2/n Creativity For Investors – Why It Really Matters https://www.valuewalk.com/2016/05/creativity-investors-really-matters/
3/n Investment idea generation guide - Jason Apollo Voss http://www.jasonapollovoss.com/web/wp-content/uploads/2018/08/Investment-Idea-Generation-Guide.pdf
4/n Let's Get Creative - Broyhill Asset Management http://www.broyhillasset.com/wp-content/uploads/2017/06/2017.06-BAM-Lets-Get-Creative.pdf
5/n Creativity And Investment Performance https://www.forbes.com/sites/brettsteenbarger/2015/04/06/creatvity-and-investment-performance/#1672531a6678
6/n Idea Generation for Intelligent Investors https://latticework.com/idea-generation-for-intelligent-investors/
7/n An example of a creative investor: The mystery trader who roiled Wall Street https://www.ft.com/content/5e23e516-5cdc-11e8-ad91-e01af256df68
8/n Bill Ackman on creativity
9/n Michael Karsch of Soros Fund Management on creativity
10/n And more from Michael Karsch
11/n @darkhorsearb on creativity: "Need to go to the boundaries of whatever is happening"
12/n An example of a creative investor: Esoteric Assets with Rishi Ganti – [Invest Like the Best, EP.46] HT @darkhorsearb @patrick_oshag
13/n Alex Sacerdote @whalerock on creativity:
14/n Michael Mauboussin on creativity:
15/n John Malooly of Wasatch Ultra Growth fund on creativity:
16/n Paul Moroz @Mawer_Invest on the importance of creativity in idea generation:
17/n In investing you can't differentiate yourself being numerate, you can differentiate yourself being creative H/T @eboroian
18/n You need to be creative to succeed as an investor in the current data-driven world. If your investment approach is rules-based, it's just a matter of time until you will be replaced by a computer. https://www.institutionalinvestor.com/article/b1j2j2r6ljl8pf/A-Mysterious-Force-Took-Over-Investing-I-Know-What-It-Is
19/n H/T @KyleSamani
20/n Ken Shubin Stein: To get more creative, slow down
21/n An example of a creative investor h/t @SuperMugatu https://twitter.com/SuperMugatu/status/1199454509761794049
22/n Creative investor @AlderLaneeggs
23/n Creative investor @John_Hempton http://brontecapital.blogspot.com/2011/05/scuttlebutt-method-of-stock-research.html
24/n Creative response to short seller https://twitter.com/typicalVC/status/1244797001654403072
25/n Creative management https://twitter.com/CrowdedTradeCap/status/1253399966514647043
26/n "Creativity = how firms win long term" h/t @michelletandler https://twitter.com/michelletandler/status/1261515653816541184
27/n Peter Thiel on creativity
28/n Paul Johnson of Nicusa Investment Advisors on creativity
29/n Wayne Himelsein on creativity https://twitter.com/waynehimelsein/status/1287771369573191680?s=21 https://twitter.com/WayneHimelsein/status/1287771369573191680
30/n Baillie Gifford: "Investment management... is about imagination and creativity"
31/n Dennis Lynch, Counterpoint Global on qualitative vs quantitative parts of research process: https://ritholtz.com/2020/11/mib-dennis-lynch-counterpoint-global/ h/t @nachkari
