Fund Updates

29 Oct 2024

Lessons Learned – Be Wary of Narratives

At Blackwattle Investment Partners, we believe in sharing the stories behind our mistakes because these lessons drive both personal and professional growth.

Rather than shy away from mistakes, we embrace them as learning opportunities.

Here’s a story from our Portfolio Manager, Ray David, highlighting the common disconnect between a management team’s narrative and their actual financial results.

Ray delves into the tools we use to cut through narratives and assess the true financial strength of a company.

Key takeaways from this experience:
1. Be Wary of Narratives
2. Focus on Financials
3. Stay True to Process: Doubt can lead to investing mistakes.

More insights

Load More