Jeff Walton
@PunterJeff
Chief Risk Officer @Strive $SATA $ASST | CEO @TNorth | @HurdleRatePod | Bitcoin Capitalist | Ex Reinsurance | Upgrade the World
Joined February 2012
804 Following 64.3K Followers
The Balance Sheet Company thesis is simple:
Step 1. Acquire assets.
Step 2. Take measured & calculated risk against balance sheet.
Step 3. Acquire more assets & repeat.
The differentiators:
1. Types of assets
2. Types of risks
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