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snird

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  1. I haven't read the books but I have gone through his valuation course on youtube. I may not use 100% of the tools and ideas he presents, but I most certainly use 100% of the context to think of things. He taught me many things that would otherwise remained unknowns blackholes that I wouldn't consider when valuing businesses. As per the comments above me - does learning from practitioner better? Probably. Is it practical? Probably not. Aswath collected, organized, edited, teached - then reteached, and then optimized for teaching, for years. 10 hours spent with Aswath content, that is so dense and optimized, is like 1,000 hours reading investors letters. I did both - learning from Aswath AND reading thousands of pages of investor letter.
  2. https://www.goodreads.com/book/show/53343.On_Writing_Well I'm halfway through this book, 7th edition, and I'm amazed by how good and capturing it is. It flows in a way that I rarely see in the written medium, and absolutely not in such a consistent way. The book itself is a master example in good writing. It showed me that a good writer can create such a flow to his writings to capture attention the I long thought impossible in writing. Youtube fast pace videos medium, and more recently super-fast pace short videos like TikTok came to be the gold standard of attention capturing. I thought that writings, and non-fiction more than anything, is doomed in this competition - but apparently it is not. Granted, I can't imagine how hard it must have been to get the book to this amazing level. But experiencing it has been a lesson in itself. Any other thoughts on this book? This is the first book on writing that I've read, there may be others that can blow my mind equally - I'd appreciate tips if you know of any.
  3. Debunking of a debunking. Both have references, both sound right. I can't wrap my head around what is correct here. If anything it proves to me how dangerous is to rely on a single expert for topics I'm no expert in - I'll just believe the last thing I hear, given that it is presented in a smart way and with sufficient evidence (or at least what looks like evidence).
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