Investing Boiled Down:

1/5
boil my focus down to how I see the future unfolding, it is always unfolding.
2/5
Clues are abundant and plentiful both in real world and virtual (internet) world
3/5
don't forget to include if/how/when I think other investors will perceive the same unfolding
4/5
try to figure out where I am on that curve of the particular unfolding I'm focusing on (for example: am I one of the first? in the middle? or the last to figure out autonomous EVs are the future)
5/5

While I stay skeptical of new info from sources potentially manipulating narratives, I balance that with being open-minded enough to take in information that can change my mind too
BONUS: If I can estimate probabilities on how I see something unfolding then I can use that to adjust my investment portfolio accordingly. I try to to calibrate my accuracy on my own probability estimations over time as well.
Lastly, when I put these little mini-threads out, I have decided to try not to say "you" because I don't like the idea of telling people how they should think...I'd rather just state how I do things and let people decide if that thought process is for them or not
You can follow @EmmetPeppers.
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