Some of my fav pts. 👇
✔️Grab core big ideas from major big disciplines / develop fluency in these models.
✔️ Eliminate universe of what NOT to do + multidisciplinary attack what remains + be patient, but act decisively only when right circumstances.
✔️Grab core big ideas from major big disciplines / develop fluency in these models.
✔️ Eliminate universe of what NOT to do + multidisciplinary attack what remains + be patient, but act decisively only when right circumstances.
✔️ Focuses first on what to avoid = freeing time and attention for “more productive regions of the chess board.
✔️"Preparation, patience, discipline, objectivity”.
✔️ Key idea is to find businesses with WIDENING moats.
✔️"Preparation, patience, discipline, objectivity”.
✔️ Key idea is to find businesses with WIDENING moats.
✔️ Top management is trustworthy if it allocates cash intelligently on behalf of owners, not pursuing ego-oriented growth for growth’s sake.
✔️ An idea on Wall Street that quarterly results matter make an enormous pressure on the stock prices, misleading in all ways.
✔️ An idea on Wall Street that quarterly results matter make an enormous pressure on the stock prices, misleading in all ways.
✔️ People don’t think about consequence of consequences.
✔️ Ethos of not fooling yourself is very important.
/END
✔️ Ethos of not fooling yourself is very important.
/END
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