Information is what you know, knowledge is what you can act on.


Most of what you read is information.
- Prices, news, signals
- Easy to produce, easy to consume, hard to use.
The stuff that actually changed how I invest: a handful of frameworks.
- How to size entries
- When to add or not
- What conviction means versus hope.
Quality of input matters more than volume.
I keep relearning this.
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