Thanks for writing this, Gaurav! Every word that you have written deeply resonates with my thinking on this subject. 'Avoiding the noise' - seems to have become the key skill in investing these days with so much chatter constantly going on all around. Thanks for re-affirming my belief. A wise man once told me the following words which have stuck with me - "swarg pana hai to khud ko hi marna padega....!"
Thanks for writing this, I got this clarity once telegram got banned. 100 half baked ideas with 60% success rate is still way too much noise! Most of the research being prompts to an LLM.
Judgement and feedback loops is where the edge lies
Thanks for writing this, Gaurav! Every word that you have written deeply resonates with my thinking on this subject. 'Avoiding the noise' - seems to have become the key skill in investing these days with so much chatter constantly going on all around. Thanks for re-affirming my belief. A wise man once told me the following words which have stuck with me - "swarg pana hai to khud ko hi marna padega....!"
Well written Gaurav. Heard someone saying that “Investing is a journey of regret”.. managing it is a skill or character
Loved reading this
Thanks for writing this, I got this clarity once telegram got banned. 100 half baked ideas with 60% success rate is still way too much noise! Most of the research being prompts to an LLM.
Judgement and feedback loops is where the edge lies
Very apt In todays context ..thank you
Beautifully said. The real skill is knowing how to turn borrowed ideas into earned conviction.
Great Reading!