Understanding businesses
Explores public companies and business observations as a starting point for asking better questions about investment decisions.
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Perimeter Reading / Investing
Investment Talk
Conor Mac
Thoughtful essays about businesses, investing process and human behavior, written from a product professional’s perspective with room for uncertainty, curiosity and changing one’s mind.
Subscriptions are managed by the publisher. Saving to your Desk keeps this profile in your research library.
The publication
What to expect.
Investment Talk explores what it means to understand a business and make a reasoned investment decision. Conor Mac mixes company observations with broader essays about research, conviction and the ways people think. The publication is deliberately reflective: the attraction is following an argument and questioning a familiar investing habit. Public essays and the email subscription provide access to the writing. Publication timing varies, so it works well as an occasional read for investors interested in improving their process and intellectual honesty.
Who it’s for
Curious investors who enjoy reflective writing about businesses and research, and who want to improve their judgment without relying on a steady stream of picks.
Inside the reading
Its areas of focus.
Research process
Questions the difference between collecting information and developing a useful understanding of a business and its prospects.
Human behavior
Reflects on conviction, uncertainty and the mental habits that influence how investors interpret evidence and change their minds.
The Desk’s reading note
Make the read useful.
Write down the author’s key assumption and ask what evidence would make you change your own view.
Keep a question, an idea to investigate, or a source to return to in your saved notes.
Add another perspective
