In celebration of both my 1-year @RoamResearch anniversary and my 100th #RoamTour I've put together some thoughts on my two favorite topics: Investing + Roam.

I wanted to reflect on the things I've learned and appreciated: 1/8

investing1012dot0.substack.com/p/roam-investi…
2/ I started using Roam almost exactly a year ago! Both Roam and twitter are post-COVID discoveries for me, and they've changed the way I think about my own knowledge gathering. Image
3/ I recently had the honor of hosting my 100th #RoamTour with @LaurenBerson and @Claire

Biggest takeaway from all these conversations?

Self-improvement is a universal language. Very different people can be brought together by a desire to improve themselves Image
4/ These kinds of nerd sessions are some of the most sincere networking I've ever experienced. Folks like @_ram_ @ryan_caldbeck @samhinkie @kgao1412 @DavidMcDoughnut @shomikghosh21 @LennyIce @ChrisHarveyEsq @BillBrewsterSCG @meliarobin and tons of others have made it special
5/ This article was a lot of fun to put together. I interviewed over 30 different investors (huge thanks to all of them) and was blown away by the quality of thinking across a wide variety of investment types.

Image
6/ A lot of these conversations led to interest in more resources. If you'd be interested in a course for things like this let me know here:

docs.google.com/forms/d/e/1FAI…

7/ For me this has been more than just loving a note taking app. This is a challenge for me to think more deeply about how I learn and develop as an investor.

In the future I want to continue to capture more of these observations as part of "Investing 101 2.0."
8/ Follow along

Substack: investing1012dot0.substack.com

Tools and templates for Roam nerds: roamresearch.com/#/app/Investin…

Wiki to capture learning: investing1012dot0.com

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More from @kwharrison13

29 Aug 20
I've had over 25 Roam Tour's in the last 3 months. Not because I'm good at using Roam, but because I'm bad at it.

I'm here to show you what a 2 / 10 can do with something as powerful as Roam. #RoamTour

loom.com/share/9303c21a…
A #RoamTour is a 30-60 minute conversation in groups ranging from 2 to 16 people (thus far)

We walk through the kinds of things I cover in the video.
But it's after the basics that the magic begins

Here are some of the moments where I get audible gasps in my Roam tours
1/ block references. They're gonna be big.

The atomic unit of Roam is blocks. Every bullet point represents an isolated nugget of truth.

Your job is to find the relationships between those nuggets.

Read 15 tweets
20 Aug 20
A lot of resources out there for lists of "the best books for investing"

What if you knew you were going to forget everything you knew about business / investing. You could leave yourself ONE book to become the best investor possible

What book do you leave?

cc: @LennyIce 🧵 👇
First, some of those "lists of books" that I've loved.

1/ Love the crowdsourced reading list from @damirbecirovic @csreadinglist

twitter.com/csreadinglist
2/ @patrick_oshag is well on his way of becoming the Oprah of all things business and investing in terms books, podcasts, resources.

investorfieldguide.com/bookclub/
Read 10 tweets
10 Aug 20
Looking for the best guides / resources for learning how to do investment research. Couple of mine below. Suggestions? @kgao1412 @LennyIce @Post_Market
1/ Good article from @SeekingAlpha that covers a couple of important buckets seekingalpha.com/article/413447…
2/ Surprisingly good summary from @Investopedia on "how to become your own analyst" investopedia.com/articles/basic…
Read 12 tweets
17 Jul 20
Looking for the best resources for a well-rounded investing education. Courses, compilations, reading lists, anything. Across any asset classes, stages, investing types.

@NobleHwangSK @LennyIce
1/ Some obvious ones, @BrentBeshore @PermanentEquity articles and book (targeted at sellers, but the buyers love it)

permanentequity.com/the-messy-mark…
2/ Investor Field Guide is a solid combo of reading list + AAA podcast content and guests that will soon be an Oprah-esque media empire with @patrick_oshag

investorfieldguide.com/best-stuff/
Read 11 tweets
11 Jul 20
"Live the Library" with Charlie Munger - a thread.

After being inspired by @djrosent to finally sit down and read "Poor Charlie's Almanack" I spent a good chunk during quarantine reading it each morning.

I'll still be internalizing for a long time.

1/ Only right to start a conversation about Charlie Munger by diving into the relationship with Warren Buffett.

Don't find a partner who covers your weaknesses. Be two complete people. Maximize your strengths.

Then be better together. Image
2/ "I’ve gotten paid a lot over the years for reading through the newspapers." (Charlie Munger)

Hot take: Buffett + Munger's success comes from being (1) information ingestion / output machines and (2) insurance float. Maybe I'm wrong?
Read 47 tweets
22 Jun 20
"Live the Library" with @david_perell - a thread.

@david_perell is the most common name on my list of "this is so good but it's a long article, so I'll read it later."

The danger is never getting to something really good.

1/ Started with all of the articles on perell.com/blog/ back to May 2015 (unclear whether this is when David set up his blog, or when these were first posted.

Interesting takeaway: I noticed @david_perell stopped including publish dates in links and none in posts. Why?
2/ From the first article, David is talking about education.

People who spend their time thinking for a living will likely always find themselves thinking about how we could all be thinking better.

Read 30 tweets

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