Implicit Conviction

Recently I came across a very interesting post on conviction from Greenlea Lane Capital.

The post talks about two different aspects of Conviction- Explicit and Implicit.

Explicit conviction is something that is based out of facts, numbers and data, whereas Implicit conviction is the softer aspects about the company & management that someone would pickup during his/her research process.

The key takeaway from the post which is of high relevance to us is the fact that Explicit conviction can be passed on from one person to another by providing data & facts, whereas, Implicit conviction is more of an intuition or gut feel which cannot be substantiated by data or facts so easily and thus cannot be passed on from person to another.

The above point is important given that in the setup of a research analyst service, what we do is, do a large amount of research and provide you an end outcome in form of a recommendation & a research report. And even though we take a lot of effort to provide the best & most comprehensive research report, but it can never fully capture the Implicit conviction that we have built during our research process.

The reason for sharing this post is the belief that even though we cannot pass this implicit conviction, but if members atleast understand & are aware of this existence of Implicit conviction- that there is more to our conviction than what we have been able to share through our reports; then it would help members in building conviction & comfort on our recommendations and act on them.

I will highly recommend everyone to read the following post in detail to fully understand Implicit conviction & its relevance-

Conviction and Quality.pdf

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