Disclaimer
Consider this my personal investment journal.
I will make mistakes. We all do.
I do my best to filter out my biases and track down reliable information. It doesn’t always work.
For readers, please consider this blog a starting point for your investment research, not an endpoint. If you find something here that piques your interest — great — now go investigate it for yourself. Check my work. Report back if you disagree. Find new ways of approaching the same problem. Maybe you’ll see something that I am blind to.
I rely on pattern recognition. This pattern recognition has been honed over many years. It is not always reliable, but it has a good track record. It operates below the level of my conscious awareness. Often I know I have found a good investment idea before I know why it’s a good idea. Writing about it can help me unearth the “why.”
Importantly, you can’t borrow my pattern recognition. If we have both built up the same library of patterns, then what I write will resonate with you. Sometimes what I write will make no sense at all. And that’s okay.
I’m still toying with the best way to present information on this blog. I want to update my ideas as they evolve, but I would also like a record of my thoughts as they came to me at a particular time. Instead of editing posts, I will probably leave them as-is and write updates that contain my latest thinking. If there are multiple posts on one topic, consider reading all of the posts to get the appropriate context.
What you see is not all there is. My thoughts might get updated, but they won’t always find their way to this blog. Do your own research, develop your own convictions, and most importantly, think for yourself.