[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Paul, not a CFA [@Investmentideen](/creator/twitter/Investmentideen) on x 18.5K followers Created: 2025-07-17 11:24:57 UTC After researching hundreds of companies, I’ve realized that the hardest part of investing is finding capable management teams. That’s why I now try to speak with management early—before committing to deep research. I’ve lost count of how many cheap, high-quality businesses I’ve passed on simply because they were run by poor capital allocators. In my view, even a great business becomes a bad investment in the wrong hands. Think about it: in many cases, all they need to do is return capital to shareholders. Instead, they choose to reinvest at low IRRs. XXXXXX engagements  **Related Topics** [investment](/topic/investment) [Post Link](https://x.com/Investmentideen/status/1945806929303077359)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Paul, not a CFA @Investmentideen on x 18.5K followers
Created: 2025-07-17 11:24:57 UTC
After researching hundreds of companies, I’ve realized that the hardest part of investing is finding capable management teams.
That’s why I now try to speak with management early—before committing to deep research.
I’ve lost count of how many cheap, high-quality businesses I’ve passed on simply because they were run by poor capital allocators.
In my view, even a great business becomes a bad investment in the wrong hands.
Think about it: in many cases, all they need to do is return capital to shareholders. Instead, they choose to reinvest at low IRRs.
XXXXXX engagements
Related Topics investment