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Embracing Paradox
Exploring the balance between opposing principles in investment, such as trust versus skepticism, patience versus urgency, and transparency versus confidentiality, emphasizing the importance of harmony in decision-making.
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Burry's investment one sheet
worth reading for any investor https://t.co/ZqFn52xLsv
The strategic importance of detailed cost analysis and first-principles thinking for gaining a significant competitive business advantage.
TRANSCRIPT
And it sounds like what Elon did with rockets. It's like the Russians won't sell it to me. I'm on the flight back. These famous stories in all the books. It's like, well, what is a rocket made of? Like, okay, well, there's a list of components. How much do those components cost? What you just said is like you just kept asking questions. It's like,
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