Like many investors, I follow other professional investors through their quarterly letters and public writing.
There is definitely an art to investing and this is where it shows up.
People mainly discuss the logic and not the art.
I like to think of it as a craft. There are techniques, styles and guidelines. The art comes in deciding when to thoughtfully deviate from the rules and guidelines
There is definitely an art to investing and this is where it shows up.
People mainly discuss the logic and not the art.
I like to think of it as a craft. There are techniques, styles and guidelines. The art comes in deciding when to thoughtfully deviate from the rules and guidelines