4 Comments
Feb 4Liked by @ValueInvesting

Aaron, this is great! I really enjoy reading about value investing concepts first and foremost. Sometimes, an example from a real company is helpful, but I really strongly prefer overarching frameworks like this. In my own quest to understand finance and investing, I've gained the most by researching (and occasionally writing) about these big concepts.

This takes the right approach, and you have it here.

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Thank you! This was something I spent a lot of time ruminating over, and wish someone had mentored me concerning as well. Hoping this helps some of you!

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Feb 5Liked by @ValueInvesting

I think this will serve folks really well. It took me like five years to read everything Buffett, Marks, and Munger read so that I could begin to internalize these concepts, and yes, something like this in the mid 2010s would have been just incredible for me.

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Feb 4Liked by @ValueInvesting

Side note: I tried touching on this, and I think maybe I got a base hit, but Aaron got a home run here. Here is my "base hit": https://toughnickel.com/personal-finance/How-to-Not-Lose-Money-in-the-Stock-Market

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