Pre-mortem

And so being conscious of risk is really central to not only individual stock selection, but how the portfolio gets constructed as well.

Premortem seems like a good segue to talk about what you do at Antipodes.

So I understand a big part of your role is actually reviewing other people's investment cases and theses.

How do you think that scrutinizing other people's ideas has actually changed the way you think about your own investment cases?