Martín Escobari

And I asked him the same question.

And the first thing he says, avoid the temptation to use a checklist.

If it was as simple as a checklist, we wouldn't get paid millions of dollars to do what we do.

And I was like, checklist is not just, okay.

So whenever there is a paradox, there's an elegant unparadoxing of the paradox.

So Danny Kellerman, think fast, think slow.

Checklist manifesto.

built on work he did for the Israeli Defense Forces to create the checklist for the elite agents.

Turns out the checklist worked, but in applying the IDF checklist, there were these super interviewers that got even better results consistently than just the average interviewer.

So there was something beyond the checklist that was statistically significant.

And there's one interview of the super interviewer where she says, I do the checklist because I have to.

But after I do the appraisal, I close it and I close my eyes and see how I feel.

And I go with my gut.

And she has perfect scores.

So the framework I use for what's the perfect my team or GA deal is the combination of a checklist with my gut, which I call the educated intuition.

What's in the checklist of things we like?

Huge TAMs.

Business models that create economic value and have moat.

Teams with the right go forward capabilities.

Situations where there's inorganic growth to get and there's tremendous amount of strategic value, meaning someone will overpay to have this capability if we are successful.