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- Overview
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- Top Mental Models For Smart Investors
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Overview
I believe that investing is one of the best places to build up a base of mental models. The reason is that we are all investors of our time. And more recently, with Web3’s structure, how we spend that time is also a financial investment decision.
Personal
Although crypto markets are going up overall, most people who enter it actually lose money or stay the same.
Top Mental Models For Smart Investors
A Mental Model for the Functions of Venture Capitalists (VCs)
Setting a strategy and planning what the corresponding portfolio looks like (from multiple lenses, such as geography, industry, valuation, and % ownership). It all starts with construction: thinking about how investments fit together sensibly as a single "product", rather than piecemeal holdings.
medium.com
Mental Models and Technology Investing
As a lower risk operator in the technology investment markets, I operate well behind the venture capital frontlines, where hype and momentum reign supreme (because that's just how that game works). Yet, it is still helpful to consider where the Seed-Stage and Early-Stage VC technology investment horizon is heading.
web.archive.org
A New Mental Model for Investing - MicroCapClub
One of my favorite investors is Nicholas Sleep of Nomad Investment Partners. He is famous in qualitative investment circles, but rather unknown to the rest of the investment world. He makes little to no public appearances. You won't find much searching Google.
microcapclub.com
7 Mental Models That Will Make You a Better Investor - Paradigm Press, LLC.
In 1994, Warren Buffett's business partner and friend Charlie Munger gave a speech at USC Business School about the art of stock picking. What students didn't know was they were really in for a lecture on how to become a better thinker - or, as Munger put it, proficient in elementary, worldly wisdom.
paradigm.press
Mental Models on My Mind - Scuttlebutt Investor
A few months have passed since I received my copy of Poor Charlie's Almanack in the mail so this post has been marinating in my mind for some time. But I didn't really have the chance to crack open the book and dive into it until recently.
www.scuttlebuttinvestor.com
Examples of Mental Models In Business (And Finding Overlap)
On Entrepreneurship, Investing, Mental Models & Finding Overlap I have been an entrepreneur all my life, but have never really been an investor. I started Wired Investors 2 years ago, and both my partners at the time came from an institutional investing background (both were also interns who visited Valle).
www.nohatdigital.com
Navigate Related
There are consequences to each action, and there are consequences to consequences. These are called Second-Order Effects. Ultimately, it’s impossible to predict all the consequences perfectly, but some of them are really predictable, and the better of a model you have, the better you'll be prepared to notice the opportunity in your industry.
When most people think about scenarios, they either think only about the positive scenarios (if they’re setting a goal), or only about the negative outcomes (if they’re in worry mode), and they usually focus only on the short term. With scenario planning, you expand your perspectives by thinking about both the positive and negative and by extending into the long term.
