Writing about investments (in newsletters or other forms) improves investment discipline because it forces you to articulate your thesis, explain why you're investing in a company, define valuation methodologies, and explain the company's path to value—investors who cannot explain their positions clearly should probably not hold them.

causalpending

Speaker

Brian Lenny

Evidence Quote

writing is has been probably the my biggest strength or my biggest uh help in how I invest in the market if you cannot explain to somebody why you are investing in a or speculating in a certain company then you probably shouldn't be investing in it [50:51]

Source

Mining Red Flags, Big Risks, Crashing Stocks, and a Lawyer Turned Junior Mining CEOResource Talks
Created: 8/13/2026, 9:53:37 AM

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