Signature Move1 book · 4 highlights

Information Sequencing Discipline

Books Teaching This Pattern

Evidence

The Education of a Value Investor by Guy Spier — book cover

The Education of a Value Investor

Guy Spier · 4 highlights

  1. "The Rule: Pay attention to the order in which you consume information. And don’t eat your dessert until you’ve finished your meat and vegetables."

  2. "My routine is to start with the least biased and most objective sources. These are typically the company’s public filings, including the annual report, 10K, 10Q, and proxy statement."

  1. "“Is this really the best and highest use of my attention?” If I have only a limited amount of willpower, how much of it should I squander in trying to resist the temptation to snack on all of this informational sugar?"

  2. "Walton’s book Made in America. These ideas about the sequencing of information may seem trite. But minor shifts in how we operate can have a major impact. By consistently improving the way I consume information, I’m looking to create better conditions for success over many years. Still, we’re all wired differently, so my idea of a healthy and balanced informational diet may be different from yours."

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