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The Education of a Value Investor by Guy Spier

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Key Takeaways
  1. Choose a great environment and surround yourself with the smartest people you can - your environment is much stronger than your intellect so make sure you choose it wisely
  2. Follow your bliss - do whatever it is that makes you tick, that brings a smile to yourself and feels like play
  3. Judge yourself based on an "inner scorecard" - don't put so much weight into what others think of you
  4. Knowing what to avoid is often as important as knowing what to focus on
  5. We all have shortcomings - be honest about limitations and figure out ways around them (pair this with Dalio's Principles)
  6. Have a group you admire and meet with regularly to share ideas - your mastermind group (Spier recommends Toastmasters or his group, Value X, among others)
  7. Write letters often, showing people you genuinely care about them
  8. Many small, good decisions over time can make a huge difference
  9. Become the most authentic version of yourself
  10. Never buy anything that is being sold by Wall Street
  11. Many investments are acutely uncertain but not as risky as initially seem
  12. Develop a series of rules/routines to apply consistently - helps improve any decisions since you have a better structural framework to work with
  13. Create a checklist to avoid obvious and predictable errors
  14. Whenever you meet someone, figure out how you can help them out
What I got out of it
  1. A thought-provoking and deep read which is obviously written by someone who has very consciously asked and answered very many important questions of himself. Spier helps lay out a framework to help people think structurally about what and how will make them happy and successful. A must read for anybody even if they have no interest in investing.