Sharing that hard to understand - 2025-01-26

I recently came across a fund manager sharing his investment philosophy, which revolved around a "weaker mindset." He described himself as a small fly unable to control the market and advocated for embracing a "left or right" mindset to choose the right stocks. While it sounded intriguing at first, it reminded me of the Chinese classic Yijing (I Ching), a text known for its abstract concepts and enigmatic theories. This guy’s philosophy seemed full of hard-to-prove ideas with no concrete examples, making it difficult to grasp or apply.

This brought to mind a famous quote from Warren Buffett: "If someone doesn’t want you to understand what they’re really doing, they’ll take you on a tour around the world." In other words, some people deliberately complicate things to obscure their true intentions. We should avoid individuals like this because their advice often leads to confusion or, worse, financial and mental harm.

Based on this perspective, I can confidently say it’s better to ignore such fund managers. Subscribing to their ideas might seem tempting, but in the end, it could cost you dearly, because you gain nothing in the end. Instead, it’s far more productive to learn from someone like Warren Buffett. While Buffett doesn’t lay out his strategies systematically, his advice is straightforward and grounded in logic. It’s up to us to distill his wisdom through careful study and application, which eventually will help you to succeed in investing.

On a broader note, we should also steer clear of overly complex theories or approaches that lack scalability. If an idea isn’t practical or sustainable, it’s unlikely to lead to a promising future.

Recently, I’ve been watching some fascinating videos about how CPUs are designed, including their ALU (Arithmetic Logic Unit), memory, and transistor-level computations. This exploration reinforced something I’ve shared before: CPUs operate on simple principles like AND, OR, NOT, and XOR gates to perform basic operations like addition or subtraction. From these foundations, software builds on the hardware’s capabilities to achieve increasingly complex results. This simplicity and scalability serve as a stark contrast to convoluted ideas that often overpromise but underdeliver.


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