My notes on ‘The Art of Execution’ by Lee Freeman-Shor.
First heard about this book from @IvanTanner4 interview on @Trawlingfor10x2/ Background: Over seven years, 45 of the world’s top investors were given between $25m and $150m to invest by fund manager Lee Freeman-Shor.
His instructions were simple. There was only one rule. They could only invest in their ten best ideas.
Jun 6, 2018 • 16 tweets • 2 min read
A thread with my highlights from 'Poor Charlie's Almanack' by Charlie Munger.
1/ Intellectual humility is the dawning of wisdom. Identify and reconcile disconfirming evidence. Resist the craving for false precision and certainties.
Above all, never fool yourself, and remember that you are the easiest
person to fool.
May 30, 2018 • 25 tweets • 4 min read
1/ A thread with my notes from ‘Seneca: Letters from a Stoic’
Background: Seneca (c.4 B.C. - A.D. 65) was a Roman advisor to Emperor Nero. These are a collection of letters written near the end of his life to his friend, Lucilius,
2/ It is not the man who has too little that is poor, but the man who hankers after more.
