Themes day is coming up. Want to think of some banger ideas, anyone got any tips?
We all have to think of 5 investment themes. How do you guys brainstorm/come up with the best ideas? Thanks
Edit: work in a UMM PE shop with verticals in industrials, TMT, financials, and healthcare. we have some focus on credit as well and also have an insurance platform.
I am typically focused on financials and also work with the folks on the insurance platform / asset management business.
We can't help if you don't provide more color on the strategy/ies your fund is open to
We about to go to war? Invest in some nuclear bombs.
Velit ea reiciendis eum error et molestiae quisquam. Est hic minima veritatis qui vel ut nostrum.
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