One of the noted news from 2023 was that Adrian Courtenay moved from Odey Special Situation fund to Green Ash Partners. Before a stint at Odey, Courtenay was a vice president at The D. E. Shaw Group.
At this year’s Sohn Monaco Conference held on June 26, he presented a case of investment in Raspberry Pi, an affordable single-board computer system developed by the Raspberry Pi Foundation.
Short summary followed by more details below:
He looks for: Superbrand. Exceptional Founder CEO, with a higher purpose beyond themselves., CEO does high energy marketing
Predict the industry, not the company. Then identify the leader in that industry, that essentially monopolizes that industry
Use behavior to derive what the...
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