I highly recommend you buy a copy of Ian’s new book.
His book “Intelligent Fanatics” is one of my all time favorites.
Ian was gracious enough to send me an advance copy which I devoured.
Favorite line: “The difference between what you modeled in a spreadsheet and the outcome you get is management.”
(Cc
@sidecarcap on that concept)
Anyway, Ian’s book is about more than picking stocks. It’s about life, the psychology of being human, how to get started, talking to management, and of course, evaluating businesses.
The book isn’t a “how to” or instruction manual; it’s more like a story where Ian illuminates what he’s learned along the way.
Whether you are an investor or an operator, you will get a lot out of it.