I love this excerpt from Nassim Nicholas Taleb’s Skin in the Game “One should give more weight to research that, while being rigorous, contradicts other peers, particularly if it entails costs and reputational harm for its author”

“Markets move first, reasons follow later” I found this to be really true when I was covering an industry that blew up. My team kept telling our PMs, “the market is selling first and asking these questions later.” Ended up making some really good calls during that stretch

Awake late thinking about how most people are completely unaware of how incredibly brilliant Isaac Newton really was Most know THAT he was brilliant, few comprehend the magnitude

Phil Fisher is truly my GOAT "The stock market is filled with individuals who know the price of everything but the value of nothing." One of his all time great quotes