Coburn Ventures Podcast #253: Uncommon - How to Know if What We're Doing is "Uncommon"
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Jan 15, 2026 They explore four practical ways to test whether your thinking is truly differentiated. The conversation breaks down four domains where uncommon insight can appear. Three distinct forms of uncommon understanding are explained, from ideas that become obvious later to subtle, enduring insights. Practical steps for assessing and expanding your uncommon thinking are offered.
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Test Your Thesis With Four Feedback Sources
- Use four feedback sources to test if your thinking is truly uncommon: other investors, well-placed sell-side analysts, relevant management teams, and AI.
- If these sources react with surprise or novelty, your thesis likely is differentiated; if they say "everyone's saying that," it likely isn't.
Four Domains Where Uncommon Shows Up
- Uncommon understanding can come from business analysis, valuation, market psychology, or portfolio structure.
- Any of these are legitimate as long as they correlate with future stock results for clients.
The Power Of 'Eventually Obvious' Ideas
- 'Eventually obvious' ideas are uncommon now but will become mainstream as the market recognizes them, driving big price moves.
- This form gets most of the glamour and investor folklore because it validates early foresight.