Castle Bay Investment Partners Top Idea At The London Value Investor Conference

At this year’s London Value Investor Conference, Castle Bay Investment Partners’ David Ridland pitched UK retailer Next, which the speaker claimed has built an “antifragile” business set for steady growth over the next few years.

A vital part of Castle Bay’s investment approach is the incorporation of mental models into the ideas process.

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The speaker highlighted the mental model of inversion, turning an idea on its head to find the right answer.

And by turning the idea of fragile business models on its head, the team at Castle Bay have come up with the classification of...