Maybe I’m overly obsessive about details,

but investing is a Sherlock Holmes game:

you need sharp, detail‑oriented checks.

.

In my experience, when you spot a small issue

in the first meeting, it rarely gets better—

those tiny clues usually point to bigger problems down the road.

I first read this story years ago, and

it crossed my path again last week.

.

As an investor who obsesses over the small details,

I suddenly saw how perfectly it mirrors the way

I judge founders and run my investment process.

.

One of my favorite stories comes from the 1980s rock band Van Halen.

.

Their concert contracts were thick binders full of technical details:

how much weight the stage had to carry,

the exact voltage for the lights,

even the size of the doors for heavy gear.

.

Hidden halfway through, they slipped in one odd line:

.

“A bowl of M&Ms must be placed backstage—every single brown candy removed.”

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