Thursday, June 5, 2025

Asymmetricity

Case A: 

I have heard of Asymetric warfare multiple times. Mostly used in the context of Guerrilla warfare and drone warfare. 

Why is this asymetric? 

Because low cost things and tactics can overcome high cost professional things and tactics.

The cost and the results make the investments asymmetric.

Case B: 

Private equity takes asymmetric bets knowing very well that only 1 or 2 companies in the portfolio gives outsized returns and makes far more money than the losses incurred in the other companies.

Case 3:

A 10 X thinking involves taking calculated risks where the upside far outweighs the downside.

10x thinkers know not every bet pays off, but one great one can change everything.

Case 4:
Usually, for a company out of all the products, there would usually be 1 or 2 product categories that gives disproportionate profits or are asymmetric.


The pattern across things is that Asymmetric investments yield outsized returns.

It takes a lot of research, knowledge to identify asymetric opportunities.

In conclusion, asymmetric thinking is a way of thinking or provides a framework to think.

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