Notes towards becoming a better investor

I was young, naive, and plagued by impostor syndrome. I held back instead of exploring more, engaging more deeply, and seeking out more challenges. I allowed myself to be carried along by the current, rather than actively charting my own course. Youth is wasted on the young.

Why pretend to be smart and play it safe? True understanding is rare and... See more

If you've carefully analyzed a situation but something still feels wrong, that discomfort deserves attention. It might signal that your unconscious mind has recognized a pattern your conscious analysis missed. This is particularly true in uncertain and dynamic situations where, as Gigerenzer points out, logical analysis often falls short.

However—an... See more

The term at hand, umarell, is borrowed from Emilian and is rare enough for my word processor to display it underlined with a string of pink dots. Literally it means “little man,” but within my tiny sub-community it means “someone who spends time observing workspaces, typically construction jobsites.” I am an umarell. I love watching work being... See more

I’ve been thinking about the enduring, perhaps increasing currency of personal recommendations (practically artisanal craft now if you think about it!) as well as the value of connoisseurship and curation in a culture where unthinking automation has left us feeling drowned in a deluge of content.

I suspect that’s the core appeal of all the... See more

The idea of research as leisure activity has stayed with me because it seems to describe a kind of intellectual inquiry that comes from idiosyncratic passion and interest. It’s not about the formal credentials. It’s fundamentally about play . It seems to describe a life where it’s just fun to be reading, learning, writing, and collaborating on... See more