Transitioned from PE to MMHF and have really underestimated the mental shift that this seat requires. Seems like the rigor and intuition that have made me a great PE associate are exactly the kind of habits i need to unlearn for this seat. Anyone who can relate? 😢

likesmarthelpful
Posting as :
works at
You are currently posting as works at

Could you elaborate what you mean by the second sentence?

like

In PE the rigor is the job. You build a clean, well thought out model, clear assumptions, a good investment memo that walks someone through your logic, audience aware and actionable. You constantly think through additional analyses/data cuts and having that foresight is what separates you from others. A lot of the work product is the deliverable, so being methodical and thorough is literally how you’re ‘good’ at it. I spent years honing that and got genuinely good at it.

At a pod shop, that same instinct feels like a liability. Things move fast, time is limited, and I get the sense, the more “polished” show-your-work approach I do, the more it doesn’t land. It doesn’t just fail to help, it reads as unproductive/performative. When you think through it, sounds easy enough to recalibrate but genuinely feel like I’m in this weird spot of being… lost. Like I can’t show how I actually think, because the way I think isn’t wired for how this seat operates. Anyone hit this and come out the other side?

like

Yeah I see that. What, then, do people do? Work off of intuition and repeat experience?

funny

Tell me more?

MMHF?

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