The Journey

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To become a better investor I have set out by starting this blog. Socrates once said "the unexamined life is not worth living."  Socrates' philosophy is highly applicable to the world of investing; one's own psychological behaviors can often hinder logic, discipline and sound decision making. Thoughts that are conducted via deep research and constructed through written arguments can help eliminate any cognitive biases. It is no secret that cognitive biases and human irrationality are the most detrimental to one's clarity of thought. In this blog, this facet will come in the form of stock write-ups. 
    
On this journey I also aim to build upon my value investing philosophy and circle of competence. In addition to the stock write-ups that be produced, dimensions of investment strategy, concepts and self-reflection will also be featured on this blog. I will be using mental models as a vehicle to convey certain ideas and to simplify complexity.  

In a speech delivered at the USC's Business School in 1994, Charlie Munger highlighted the practical importance of mental models by saying,“Well, the first rule is that you can’t really know anything if you just remember isolated facts and try and bang ’em back. If the facts don’t hang together on a latticework of theory, you don’t have them in a usable form. You’ve got to have models in your head. And you’ve got to array your experience both vicarious and direct on this latticework of models. You may have noticed students who just try to remember and pound back what is remembered. Well, they fail in school and in life. You’ve got to hang experience on a latticework of models in your head.” 

Ultimately, I hope that this blog can be an expression of intellectual curiosity and a means to record thoughts in a meaningful way that helps us think better.  


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