My favorite passage from 100 baggers by @chriswmayer.
See in the thread ⬇️
Imagine if a friend had introduced you to Warren Buffett in 1972
and told you, “I’ve made a fortune investing with this Buffett guy
over the past ten years, you must invest with him.”
So you check out Warren Buffett and find that his investment vehicle, Berkshire Hathaway, had indeed been an outstanding performer, rising
from about $8 in 1962 to $80 at the end of 1972.
The more I learn, the more I realize that most experts are really good at 1)aggregating information, 2)connecting multiple/varied dots, and 3)articulating complex insights in a simplistic manner.
Thread contd...
There are few people out there with truly “novel insights” (which isn’t a bad thing)
However, I do believe in some cases (science experiments, exploration, etc) unique experience can lead to novel insight.