I'm very relieved to hear Arjun's personal commentary about not being a perma-bull (or bear). It's always a dangerous sign of inflexible thinking when an analyst promotes a one-sided view of prices and the industry, it brings their judgement into question. I struggle with it myself, but hopefully we can recognize and correct these tendencies in ourselves before the markets do it for us.
I often think that to do really top analysis, we have to struggle our whole lives to overcome biases and blindspots in our thinking, and the more we learn about markets the more we learn about how much internal work we still need to do.
Thanks Arjun.
I'm very relieved to hear Arjun's personal commentary about not being a perma-bull (or bear). It's always a dangerous sign of inflexible thinking when an analyst promotes a one-sided view of prices and the industry, it brings their judgement into question. I struggle with it myself, but hopefully we can recognize and correct these tendencies in ourselves before the markets do it for us.
I often think that to do really top analysis, we have to struggle our whole lives to overcome biases and blindspots in our thinking, and the more we learn about markets the more we learn about how much internal work we still need to do.