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Cedric Chin
@ejames_c
Buffett had it essentially right. At my previous company, I saw many weird business things that I didn't understand. You would think that the answers to my questions could be found in the business literature ... but, no — much of what I learnt, I learnt from reading finance.
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Cedric Chin
@ejames_c
Replying to @grpl62
Warren Buffett: "I am a better investor because I am a businessman, and a better businessman because I am an investor."
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Cedric Chin
@ejames_c
There's probably a limit to how much you can learn about business from reading finance though. I've gotten a lot out of the value investing approach to moats. And corp finance has been remarkably useful. But there are probably whole subfields that I won't touch.
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Cedric Chin
@ejames_c
(FWIW, I wonder if finance people read operational stories with the same level of fascination that I have, when I read about investors doubling down on some highly contrarian bet.)
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