Practice interviews

1. Is a good business worth $60?Start with the price, not the story
2. Do 20% more bookings prove the thesis?Make the disagreement testable
3. Does the sale add $13 a share?Explain what will change the market’s view
4. How much of the fund can this idea use?Translate conviction into a loss budget
5. How far must the short fall to pay for waiting?Price the wait on a short