8 Comments
Jan 26, 2022Liked by Liberty

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.

Expand full comment
Jan 25, 2022Liked by Liberty

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.

Expand full comment
Jan 25, 2022Liked by Liberty

not so often I am looking forward to reading an interview like this one!

Expand full comment