We are overly influenced by immediacy. To counter this, our investment framework needs to be way more absolute than relative. (4th essay of series on greyness & contradictions)
As usual superb and fantastic...."You should make peace with whatever framework works for you.." I love this quote....
On the topic of circle of competence,I would like to quote Siddhartha Lal of Eicher motors. He said that,"We want to be an inch wide and mile deep."
As usual superb and fantastic...."You should make peace with whatever framework works for you.." I love this quote....
On the topic of circle of competence,I would like to quote Siddhartha Lal of Eicher motors. He said that,"We want to be an inch wide and mile deep."