A short manual on how to systematically increase your exposure to opportunity.
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Polymath Investor
@polymathinvest1
i write about stocks and how ideas from other fields improve investing. not investment advice.
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If you've ever found yourself re-reading a chapter five times and still blanked on what was about next week, the problem probably wasn't you.
Re-reading generates almost nothing in terms of recall.
So I went looking for what actually does build memory, and put together 63 science based heuristics on how to learn more and forget less.
Re-reading generates almost nothing in terms of recall.
So I went looking for what actually does build memory, and put together 63 science based heuristics on how to learn more and forget less.
Polymath Investor@polymathinvest1 · Jul 1Research suggests that re-reading with a highlighter is nearly useless.
So I pulled together 63 techniques that actually move the needle, ranked by how much each one improves retention.
These protocols can help anyone whose work depends on absorbing, remembering, and using information every day.
Full guide in the newsletter.
(1/4)
So I pulled together 63 techniques that actually move the needle, ranked by how much each one improves retention.
These protocols can help anyone whose work depends on absorbing, remembering, and using information every day.
Full guide in the newsletter.
(1/4)
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Some useful heuristics on how to immerse yourself in books.
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Probably the best companion to the memory piece I published a few days ago. (1/3)
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How to X-Ray a company in 15 minutes (or more).
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47 protocols on becoming more productive.
Read below
Read below
Polymath Investor@polymathinvest1 · Jul 8Productivity advice for investors.
47 protocols to spend more of your best attention on the few decisions that can actually matter for investing.
Read more below.
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47 protocols to spend more of your best attention on the few decisions that can actually matter for investing.
Read more below.
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Sometimes the red flag is not one number.
It is the combination of two things.
Rapid growth plus falling gross margin.
Rising revenue plus flat cash flow.
Adjusted EPS growth plus stagnant GAAP earnings.
Stable profits plus increasing debt.
Read more on income statement analysis below.
It is the combination of two things.
Rapid growth plus falling gross margin.
Rising revenue plus flat cash flow.
Adjusted EPS growth plus stagnant GAAP earnings.
Stable profits plus increasing debt.
Read more on income statement analysis below.
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Sharing some good tips on How to Make Better Decisions When You’re Sleep-Deprived.
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Last year I put together a short guide with a few practical heuristics for reading an income statement.
Re-sharing it below, as I think more investors could benefit from it.
It covers things like suspicious revenue growth, margin trends, SG&A discipline, recurring “one-time” adjustments, and whether earnings are actually converting into cash.
Nothing fancy. Just useful pattern recognition.
Re-sharing it below, as I think more investors could benefit from it.
It covers things like suspicious revenue growth, margin trends, SG&A discipline, recurring “one-time” adjustments, and whether earnings are actually converting into cash.
Nothing fancy. Just useful pattern recognition.
Polymath Investor@polymathinvest1 · Jun 20A simple income statement can tell you a lot.
Not just whether a company is growing or profitable, but whether the growth is healthy, whether margins are sustainable, and whether earnings are turning into cash.
I shared this short guide last year with some practical heuristics for reading income statements.
Re-sharing below in case it helps.
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Not just whether a company is growing or profitable, but whether the growth is healthy, whether margins are sustainable, and whether earnings are turning into cash.
I shared this short guide last year with some practical heuristics for reading income statements.
Re-sharing below in case it helps.
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Never invest in something you can’t explain to a teenager.
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It is easy to underestimate how much modern work trains us into shallow attention.
-Constant checking.
-Constant switching.
-Constant partial engagement.
Deep work requires rebuilding the habit of staying with one thing.
-Constant checking.
-Constant switching.
-Constant partial engagement.
Deep work requires rebuilding the habit of staying with one thing.
Polymath Investor@polymathinvest1 · Jun 22Focus is the raw material of clear thinking, good judgment, and better decisions.
Especially in investing.
So I’m sharing something I put together last year: a collection of best practices for improving focus and concentration.
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Especially in investing.
So I’m sharing something I put together last year: a collection of best practices for improving focus and concentration.
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Ask better questions and then actually listen to the answers.
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Automate your savings and forget they exist.
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Munger called it a latticework.
Here are 35 mental models for looking at businesses through different lenses.
Here are 35 mental models for looking at businesses through different lenses.
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Lifestyle inflation is the silent killer of wealth.
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If you adopt one tool from the learning science, make it spaced repetition.
An app like Anki shows each card again right before you would forget it and pushes the easy ones further out, so every review happens near the most efficient possible moment.
It is the closest thing there is to a cheat code for durable memory.
More on that below.
An app like Anki shows each card again right before you would forget it and pushes the easy ones further out, so every review happens near the most efficient possible moment.
It is the closest thing there is to a cheat code for durable memory.
More on that below.
Polymath Investor@polymathinvest1 · Jul 3Most of what you study is gone within a few days.
Part II of my studying series takes on the second problem of memory: keeping what you learned long enough to actually use it.
Read more below.
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Part II of my studying series takes on the second problem of memory: keeping what you learned long enough to actually use it.
Read more below.
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Most people think learning is mainly about effort. But the studies suggest effort is almost beside the point; what matters is what you do with the material specifically.
This piece collects 63 of those operations and, unusually, ranks them.
This piece collects 63 of those operations and, unusually, ranks them.
Polymath Investor@polymathinvest1 · Jul 1Research suggests that re-reading with a highlighter is nearly useless.
So I pulled together 63 techniques that actually move the needle, ranked by how much each one improves retention.
These protocols can help anyone whose work depends on absorbing, remembering, and using information every day.
Full guide in the newsletter.
(1/4)
So I pulled together 63 techniques that actually move the needle, ranked by how much each one improves retention.
These protocols can help anyone whose work depends on absorbing, remembering, and using information every day.
Full guide in the newsletter.
(1/4)
Open quoted post →
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Don’t apply the same heuristics to every industry.
A “good” margin in software may be impossible in retail.
A “low” margin in grocery may be normal.
A “strong” bank quarter may be hiding under-reserved credit losses.
Context is everything.
A “good” margin in software may be impossible in retail.
A “low” margin in grocery may be normal.
A “strong” bank quarter may be hiding under-reserved credit losses.
Context is everything.
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Not all debt is obvious. Leases, supplier financing, pensions, guarantees, and restricted cash sometimes change the picture.
More on balance sheet analysis below.
More on balance sheet analysis below.
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EAT. MOVE. SLEEP.
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