Investment ideas, unlike investment products or “opportunities”, can’t just be manufactured at will. A true idea comes from an organic process that requires a knowledge base built on years of reading, thinking and experience to create just the right conditions for it to germinate. Then one day some event, new fact or insight occurs, all the pieces fall into place and the idea presents itself. If it truly is an idea, and not just some rehash, it likely will be somewhat unconventional; uncomfortable at first and take some getting used to, but its strangeness is often the source of success.