therecruit

It's interesting. The macro stuff comes so naturally to me. Company level analysis is something where I'm pretty confident I know the tools and am smart enough to do it, but it feels a bit like learning a new dance step, when you're asking yourself "am I sure I'm doing it right? Am I forgetting something important that's going to mess me up? Is this partner going to totally barf up all over me because I didn't realize she'd had way too much to drink."

But I'm pretty sure we're getting to a particular moment soon where it going to be especially key to separate the wheat from the chaff at the company level. Macro will still be important, but if you want that extra juice, time to look at the company level.