- a good investor combines passionate curiosity with the relentless pursuit of truth. Integrating a diverse set of information to gain unique insights. Creatively connect unrelated data, continuously accumulating knowledge. Be a learning machine.
- a safe and supportive organizational culture is essential. It thrives on open disagreement, collaborative learning from failures and successes and mutual care. Cultivating this environment requires collective effort and ultimately elevates an organization beyond the individuals' contributions.
- a good investor is someone who has a good strategy, really understands the market and a portfolio. Secondly execution. How you manage risks and drawdowns. A good strategy and sound execution is key.
- a good investor needs to be confident enough to follow your conviction and take contrarian bets, going against market consensus because popular opinion is not always correct. However, be aware of your ego. Be open enough and humble to change your mind when new information appears.
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