How to find key drivers / variables that move the needle on a thesis
Data room dingus here with some existential questions I’m having ahead of my start date next year.
With the amount of information you all consume/parse through on a daily basis - how do you get a good sense of what’s important?
Are there ‘weights’ to variables you consider intuitively/in a gut feeling? I like the turning every rock approach to PE but can’t help but wonder what the overall edge is as diligence and deal evaluation become more and more commoditized with AI.
Finally, and only partly related: how much is raw intelligence valued on the desk? Reason I ask is because I know I’m not the brightest bulb relative to peers that have signed at similar funds.
