Signature Move1 book · 3 highlights
Qualitative Read of the Manager First
Books Teaching This Pattern
Evidence

Lifelong Investor (translated)
Yoshiaki Murakami · 3 highlights
“When assessing the inherent risks of an investment, qualitative analysis is more important than quantitative analysis. It's about grasping the personality and characteristics of managers and business partners, rather than judging numbers and metrics. Therefore, through discussions, we confirm each other's thinking and management policies, what issues might arise, whether we can overcome conflicts through discussions, and whether we can have a calm discussion in the final stages if the project does not go well.”
“To accurately assess the expected value, one must consider not only numbers but also the quality of the management of the investment target, the situation of the world, and various other factors.”
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