sari

You wouldn’t think flair is useful to a value investor. But it’s important to see things your own way. To have a unique take on the investment universe. To sift through thousands and thousands of options without generating a wish list that matches everybody else’s.

Every clear directive you issue is a gift because it relievesyour staff of the stress of having to divine your goals. A cleardirective is an indication of trust: your way of saying "I havetaken the time and effort to figure out our goal. I nowacknowledge that you have the knowledge and resources to figureout the process."

- Generate their own data rather than rely on someone else

Relatedly, the California wildfires have caused me as a parent to look frequently at pollution data. Even basal pollution levels may impact cognitive function.