Turning off the Sales Mindset Help
I’ve secured a Tech Growth PE role for next year and need help with shutting off the rose colored glasses approach to numbers and figures I’ve learned within banking. I don’t have any real operating experience or 10 years of pattern recognition, so how can I practice being more scrutinizing / skeptical of a company’s outlook when modeling / assessing CIMs and such?
What are some of the concrete steps you too to actively assess an investment beyond just looking at historical trends and asking questions about things that look abnormal (I.e random drop in growth rate, declining margins, other obvious stuff). I essentially want to be able to read my bank’s documents and be able to call out the crocks of shit within in like a PE professional would do before going into full diligence - any advice is helpful