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Devin LaSarre's avatar

Love the takeaway in this piece. Absolutely critical investors understand their own abilities. I have a fairly limited wheelhouse, but nonetheless make an effort to study assets outside of it. So many times I've come across considerations similar to this example of power availability. There's countless of them, all over the world. Very hard to appreciate them unless you see them firsthand.

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Matt Siben's avatar

Thoughtful piece. My immediate reaction was to be reminded of why Buffett and Munger (and really most great investors) think of themselves as learning machines. Much like the sports gambler who learns the game better in an effort to gain an edge -- and thus enjoys that sport all the more, investing is a wonderful motivation to learn about nearly everything, which ought to make one a better investor or at least make one a more interesting and thoughtful person. Thanks for letting me tag along as you engage in the process. It's been a joy to watch.

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