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GOING BEYOND "SPREADSHEET/MEMO/MEETING" TO SEE THE ODDS
Ilyas Nassiri Ilyas Nassiri

GOING BEYOND "SPREADSHEET/MEMO/MEETING" TO SEE THE ODDS

When evaluating my portfolio of investments, I’m often reminded of George Box’s aphorism: “All models are wrong… but some are useful”. For over 25 years, the state of the art in “useful” decision making for both company CEOs/boards and for fundamental investment committees involved a group of smart people using what I call the “Spreadsheet/Memo/Meeting process” to drive their biggest decisions.

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