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WHERE DECISIONS ACTUALLY HAPPEN

The memo records the conclusion. The thread records the argument.

By the time something reaches a document, the disagreement has been resolved and edited out. Internal messages hold the version where people still disagreed, and that is the part with reasoning in it.

Check your data Six questions, roughly two minutes.
Disagreement survives in threads, not documentsYears of informal reasoningNo equity, no debt, no board seat

WHAT THREADS CAPTURE

Four things that exist nowhere else in a business

This material is produced constantly and deliberately kept, but almost never thought of as an asset.

The argument

Competing positions stated plainly by people who have to work together afterwards.

The dead ends

Options considered and dropped, with the reason, which a final document will never mention.

The escalation

The moment something stopped being routine, and who decided that it had.

The correction

People revising a view in public as new information arrives, which is rare and valuable material.

SPEAK WITH A MANAGING PARTNER

The argument was the valuable part all along

Six questions and a short conversation. Nothing you tell us leaves Polyshares, and we will say quickly if there is nothing here.

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