A blog which periodically revisits evergreen investment principles!

Tag: Reality

What is Real?

In the film The Matrix, Morpheus asks Neo after he unplugs Neo from the Matrix,

What is real? How do you define Real?

I think in the age of never ending stimuli that’s perhaps the most relevant question we can ask ourselves. There is an often misrepresented quote –

Ignorance is bliss.

Historiography – A great tool for investors

The Truth can be adjusted

Michael Clayton (2007)

864full-michael-clayton-posterLately, I have been spending a lot of time reading business biographies. I have always been enamoured by the ability of some investors to weave stories and narratives out of historical facts.

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