In this investment focused interview, we talk with Twitter's Sidecar Investor on partnering with great managers, position sizing, sourcing ideas, "stable assumptions", and when to not trust an operator, among much more!  Find out more about Sidecar Investor here and follow him on Twitter @sidecarcap The Mentioned Memo on Home Depot can be found here.  *~*~*~*~*  Get access to all of Speedwell Research's in-depth Research Reports here. If you need help getting Speedwell added as an approved research vendor for your investment firm, please reach out to [email protected]  -*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) Intro (3:57) — Early Examples of Partnering with Great Managers (9:05) — Importance of Managers vs. Moats (15:13) — Owner Operator Companies Upside and Potential Downfall (17:52) —  How Much Can You Trust a Manager (26:47) — Diversification vs Resiliency (30:19) — Lessons in Investing, Valuation, and When to Sell (35:19) — Position Sizing and Holding (40:21) — Macro Role, Capital Intensity, and Moats (51:45) — Sourcing Ideas (58:26) — Gaining and Losing Confidence in Management Teams (1:03:38) — Assumptions, Conservatism versus Accuracy (1:08:40) — Learnings and What Businesses Should People Study More -*-*-*-*-*-*-*-*-*-*- Become a Speedwell Member here to gain access to *all* of our in-depth research reports and more!   Sign up for Speedwell's free newsletter and weekly memos here *~*~*~*~*  Follow Us: Twitter: @Speedwell_LLC Threads: @speedwell_research Email us at [email protected] for any questions, comments, or feedback. -*-*-*-*-*-*-*-*-*-*- Disclaimer Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discusessed. Furthermore, accounts contributors advise on may also have positions in companies discussed. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

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