We flip the script. Daniel pitches Akram on a new idea - f5 Networks - and Akram plays the role of portfolio manager, hearing out and testing the thesis. While Daniel might hope you like the idea itself, this episode should be a little more educational, as we break down what makes it a good or not-so good pitch, what's missing, and what could go into the thesis next. It also highlights a lot of the challenges in both growth and value investing.We do get into other ideas, including Dropbox, and into the state of the market and whether the Alteryx report is a warning sign.Topics CoveredReading materials:Full pitch on Seeking Alpha: https://seekingalpha.com/article/4369321 What Makes Stocks Go Up: https://dubra.substack.com/p/the-anatomy-of-stocks-that-go-upLife Magazine - "New Kid On The Street" (scroll to 62a):  https://books.google.es/books?id=bU8EAAAAMBAJ&printsec=frontcover&hl=es&source=gbs_ge_summary_r&cad=0#v=onepage&q&f=falseDropbox: The First Dead Decacorn - https://alexdanco.com/2015/08/24/dropbox-the-first-dead-decacorn/