Good things come to those who read - mental models to sharpen your thinking and portfolio decisions

Good read here, talks about:

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First principles

One Level Higher

Flow State

Regret Minimization

Bayesian Learning Theory

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https://rainandcoffee.substack.com/p/mental-mod...

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Alpha is never about what coins you buy, but the framework that allows you to find the 'right' coins to buy each and every single time. Focus your efforts on the framework (aka how to think) rather than the outcome.

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"Give a man a fish and you feed him for a day. Teach him how to fish...."