A blog which periodically revisits evergreen investment principles!

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Data Habits for the Digital Minimalist

What do we know so far…

  • Every single piece of information is a data point.
  • Very few data points are privileged to become an actionable data point, something that can be used to make a decision.
  • What happens to the remaining data points? They either get accumulated in a large heap of some trend or are ruthlessly forgotten by us for not being relevant.

Does your Chair have your back?

All of humanity’s problems stem from man’s inability to sit quietly in a room alone.

― Blaise Pascal

I have often marvelled at the simple logic of this statement. As investors we seem to value the importance of not doing anything, from time to time, but sitting in a room is easier said than done especially if the chair is uncomfortable. 

What we talk about when we talk about scale

“If the world operates as one big market, every employee will compete with every person anywhere in the world who is capable of doing the same job.”

– Andy Grove, High Output Management

One of the truly inspiring books for me personally, has been a non-fiction book written by the Japanese novelist Haruki Murakami. It’s called, What I talk about when I talk about running. It’s a very unique book. You can get a taste here in case you choose to skip reading the whole book.

Where to keep my smartphone when I’m researching companies?

The longer version of this post’s title was supposed to be:

Where to keep my smartphone while researching companies – How I learned to stop worrying about my notifications & love my work.

Well, it was never meant to be perfect.

Now that I’ve lost your attention, let me bring it back to something much more important.

I’ve always wondered why people used the phrase ‘pay attention’. Why ‘pay’? Why not just ‘give’ attention. Certainly it conveys the same intent. I think it makes a lot of sense when we think of it as a metaphor. We are in a sense, literally paying with our mind’s cognitive capacity to focus on something when we are paying attention.

Physical Fitness & Investing

Does staying fit help in anyway to become a good investor?

I was listening to a very honest interview, with Mikael Syding, a former hedge fund manager from Sweden. What struck me the most about this interview, were not just his thoughts on investing but also about fitness.

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