Credit Committee Candour
All,
We are very excited about this!
We have begun recording our credit committee meetings when discussing a new name. The videos of our real-time discussion of a name should help us convey much more of the knowledge and thought process that we build up at Sarria.
Please find a first approach to it here: Aston Martin Lagonda
Questions, Doubt, Debate, Uncertainty:
- The approach is candid. We are not TV presenters and we are thinking through the issues in real-time. Please forgive us the “ums” and “ahs” as we ask each other questions, don't understand something, or drill to the bottom of an issue in real-time.
- We’ve cut the 1h and 20min meeting into a few separate videos, so if you are only interested in the investment discussion, you don’t have to listen to the presentation of the name or the Q&A debate.
Inviting challenge:
- Making available the entire discussion certainly opens us up to challenge more than ever. We may have missed something, or we got something wrong (always the biggest concern). But we think that after the five minutes from your sell-side desk and perhaps after reading the front page of the analysis, this may be a great medium to tap into.
- We would be very happy to receive your comments or hear your thoughts on anything we say - or don’t say.
Please let us know your thoughts on the format - is it useful? - and any suggestions you have.
Wolfgang
E: wfelix@sarria.co.uk
T: +44 203 744 7003