Ideas take curiosity, commitment and intellectual honesty to find, develop and nurture. At DGI, an idea must survive relentless scrutiny in order to grow into an actionable insight.
Ideas are built from other ideas and from collected experiences. That means the good as well as the bad. And because we learned from them, we prefer not to hide our mistakes.
The following is a complete history of our published work (even a few based on insight we got completely wrong). These insights inform how we think about investing, and the world we have to do it in.