Allahyar Rehman
@rehmcap
Analyst (Investment/Political/Systems and everything in between) Building @MortimusOrg w/ @admiralbohan
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"There is no shortage of brains in the industry, its the vertebral columns that tend to be missing" ~ David Ogilvy
The Borges short story “Funes the Memorious” really drives this idea home Ireno Funes, falls off a horse and suddenly has the power of never forgetting He laments "My memory, sir, is like a garbage heap." Great Read!
Feature not bug. Think about the overfitting humans would do if we remembered everything. This is the major break through that will happen in the future … generalized learning not path dependent learning
Feature not bug. Think about the overfitting humans would do if we remembered everything. This is the major break through that will happen in the future … generalized learning not path dependent learning
Hmm. Test any person on what they learned/remember from a book they read, a week/month/year later. 🤔😬
The only reason to quit is if you realize that you were cosplaying for someone else. But if you find out you do like finance, most likely things will work out for you. In real life, everyone is a Mozart at something. There are no Salieris. And on this note, good luck. 18/
7. Talking about colleagues: some/all of the best people I have hired or inherited were not obvious superstars, but underdogs, who were not considered first choices, including (wrongly) by me. 16/
As great as Nick Sleep’s letters are, and I’m a huge fan, I suspect nine out of ten investors would be better off incorporating some Zeckhauser into their thought process. hks.harvard.edu/publications/i…
Very proud of the ideas I've been generating over on Substack. Am analysing returns from writeups over the last two years for an article and have been able to put up very good returns with some very off the beaten path ideas. Am hoping to keep it going with more free time.
“Most of what’s happening in media is garbage. But that’s always been true. The trick is to find the thing that isn’t.” —Barry Diller
If the medium is the message, then the medium through which you work matters just as much as the message you hope to deliver. In your career, this means you need to figure out (1) the mission you hope to achieve, and (2) the vehicle through which you’ll achieve it. You can…
The more things change, the more they stay the same. Doing some research and found the old Nanotech Report from @wolfejosh published in 2001 - I'm sure if I told you this was about AI discourse today you would believe me
Eric Hoffer, evergreen
Hmm. Test any person on what they learned/remember from a book they read, a week/month/year later. 🤔😬
A good partner both in business and in life makes things infinitely easier when things look rocky Blessed to have both
TIL - Formula 1 has a 100-Year commercial agreement with the FIA expiring 2110
Just finished The Humble Investor by Daniel Rasmussen (@verdadcap). Astounding insights. Ending quote: “The best attitude towards a volatile and ever-changing market is that of a perpetual student.” Key lesson: Watch the High Yield Spread.
I think this flowchart works for A LOT more than just market prices 😜
Had a banger tweet thread about the importance of rigorous 3 statement modeling in quantimental investing (face it, that’s what you do) but it didn’t save to drafts so I’ll give the TLDR In short, you (and certainly nor I) are not 50bps smart and model size ≠ intellectual heft
There is nothing that Mrs. Market loves to punish more than complexity and arrogance.
This coming Friday at noon I am doing a Youtube Live on "supportive investment skills". There are skills you can develop, other than analysis or portfolio management, that can help improve your investing. Friday the 20th of December at noon. youtube.com/@alixpasquet91…
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