Lack of discERNment
Three guys sent Big ERN's Early Retirement Now post to me and my phone lit up. My three step conviction test is public journal investing, the stress test, and skin in the game investing. I call out diversification mistakes, small caps vs ACWI debates, 10 year data mining, portfolio transparency and capital efficiency
Rolly's Take
For the critical thinker who thrives on dissecting the complexities of finance, this blog offers a refreshing blend of accountability and introspection. It speaks to those who refuse to settle for surface-level understanding, seeking instead to test their convictions against the backdrop of real stakes. Here, the journey of investment is more than numbers; it’s a candid exploration of risk, emotion, and the integrity of one's beliefs.