This was great, Lib, thanks! Loved this, especially:
What really happens is you build muscle memory about a company and its ecosystem over years and calibrate conviction along the way. That’s why I would caution against buying after a first deep dive. Research should be exploratory, not confirmatory.
Very cool interview. I haven't gone through all the backlog yet, but do you have an issue or interview that talks about the benefits and disadvantages of running money while writing a newsletter, I like to see the mechanics of newsletters, but since a bunch of writers talk about running money and the idea generation from the writing process, it would be really interesting to see how the two interact.
I'm such a newsletter-writing money manager. Or money managing newsletter writer, whichever you want to come first. Perhaps I should write about it in a post. One thing I learned from a conversation with my state regulator is if you write a financial newsletter you can say basically anything. Managing money you can barely say anything and literally have to watch out for someone liking a post, which can be considered a testimonial.
This was great, Lib, thanks! Loved this, especially:
What really happens is you build muscle memory about a company and its ecosystem over years and calibrate conviction along the way. That’s why I would caution against buying after a first deep dive. Research should be exploratory, not confirmatory.
Glad you liked it, thanks for reading and for the comment, Adam! 💚 🥃
Very cool interview. I haven't gone through all the backlog yet, but do you have an issue or interview that talks about the benefits and disadvantages of running money while writing a newsletter, I like to see the mechanics of newsletters, but since a bunch of writers talk about running money and the idea generation from the writing process, it would be really interesting to see how the two interact.
I'm such a newsletter-writing money manager. Or money managing newsletter writer, whichever you want to come first. Perhaps I should write about it in a post. One thing I learned from a conversation with my state regulator is if you write a financial newsletter you can say basically anything. Managing money you can barely say anything and literally have to watch out for someone liking a post, which can be considered a testimonial.
Yikes, liking a post..?
You should write about it, I'm sure it'll be interesting
Nothing specifically on this comes to mind on my side, maybe David has more to say.
I don't run other people's money (other than my wife), so total outsider to that world ¯\_(ツ)_/¯
not so often I am looking forward to reading an interview like this one!
Enjoy! I was the same waiting for the answers to the questions! 💚 🥃