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In my conversation with @bgurley he talked about this too. He called it bedrock. When he first learned investing, he read 'Peter Lynch, One Up on Wall Street. A Random Walk Down Wall Street. All the Buffett letters, Ben Graham, and Howard Marks.' "In order to be great, you want to learn all the bedrock principles you possibly can but then, once you know those have the independence of thought and the confidence to innovate on top of those principles." Studying the history and knowing the pioneers is the closest thing to a cheat code you're gonna get.
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The Pioneers: The Heroic Story of the Settlers Who Brought the American Ideal WestTheir words
David McCullough, The Pioneers: The Heroic Story of the Settlers Who Brought the American Ideal West: Ever since I read The Wright Brothers” (on an earlier summer reading list of ours — and it was fantastic) I have been a fan of the Pulitzer Prize–winning historian David McCullough writes about. This tale of how the American Northwest Territory was settled looks intriguing.
4 January 2017
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