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There’s no investment alpha in the average. You are NGMI by being middle of the pack. I read the June 2020 investor briefing by James Anderson of Scottish Mortgage AGM— one of the best performing investment funds in Europe. It’s one of the most powerful presentations on investment philosophy that I’ve found recently. I got so much out of it that I re-read several times and also watched the matching Youtube video. Here’re some notes…

Crypto pundits: “Short-term price doesn’t matter. Just buy & hodl forever!” If you follow that blindly, you will get rekt. Not convinced? Look at these shocking lessons from the dot-com bubble👇 1. Yes, the tech was exponential. The number of internet users grew at a compound rate of over 20% a year since 1995. Now reaching half of world population. Since the 1990s there hasn’t a single year where the growth rate was not positive.…