The Intellectual Edge

The Intellectual Edge | Substack

by The Intellectual Edge

About The Intellectual Edge

If you want to become a better investor and thinker, you need to understand how to analyse a business, and how to think with a multi-disciplinary perspective. This means learning rational investment analysis and exploring big ideas across various disciplines, such as margin of safety in Engineering and natural selection in Biology. Approaching analysis with this multi-disciplinary view tilts the odds of success in your favour.

I spend my time learning two core things: investment analysis and the big ideas across various disciplines. This forms the steel foundation of knowledge that helps us investors think and invest wiser. On Sunday mornings, you receive the best of what I’ve learnt.