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Samir Soriano's avatar

Ended up here after going through your Lemonade analyses. Really great work

"Your ontology isn’t static—it evolves with the business and the market."

And it evolves with your research, too! I definitely need to put together Ontology for the companies I'm researching

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Lorenzo Bastianelli's avatar

Thanks Samir! Indeed, every investor needs one. And I recommend you write it down and track the metrics every Q in a spreadsheet. It helps a lot to cut noise and emotions.

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Fernando Amabili's avatar

Brillante

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Lorenzo Bastianelli's avatar

Grazie!

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