play the game where you have edge - by Nix 🕊
We live in a world of inefficient markets. Every day I see a niche company where I’m like how big can that market possibly be? It turns out: the market is massive. Worlds and sub-worlds run beneath its rails. I quite like that constant reminder that possibilities are much deeper than they originally appear. There’s a similar thrill I feel when I go down some thematic rabbit hole in a book or essay. When 1 thread unravels, 20 interesting tributaries come up. Ideas flow down into lovely peripheries. The more research you do, the richer the world becomes. This is a type of edge. Knowledge in obscure or weird places. Knowledge before the rest of the world wakes. J and H are quant traders and edge is their currency. J always tells me you can find surprising value tucked away in hidden corners of the world if only you have the courage to look. To excavate. But to do that you have to develop your own taste and perspective. You have to know what you think amidst all the surrounding noise. A mi
thank you J for inspiring this idea Hilma Af Klint, no. 5 We live in a world of inefficient markets. Every day I see a niche company where I’m like how big can that market possibly be? It turns out: the market is massive. Worlds and sub-worlds run beneath its rails. I quite like that constant reminder that possibilities are much deeper than they originally appear. There’s a similar thrill I feel when I go down some thematic rabbit hole in a book or essay. When 1 thread unravels, 20 interesting tributaries come up. Ideas flow down into lovely peripheries. The more research you do, the…
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