This is Lemon Cakes Investing. I’m nobody and I have nothing to sell. This substack functions as a diary of investment ideas/thoughts that I find interesting as I try to hash them out for myself and to track how my thoughts change over time.
Obviously not investment advice. I have no formal finance education and I reserve the right to be totally wrong and sell the investments I talk about at any time; I do this for my own fun, but will usually try to write in a way that is falsifiable.
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“Writing is thinking formalized. You gain the ability to think by first learning to write“ —- Jordan Peterson, Richard Feynman, and many others
“Written and spoken language activate different neurons, and it sometimes helps to talk something out loud (even to yourself in a closed room) to clear the cobwebs and simplify the complexity.“ —- Prasad Capital (On “The Psychology of Intelligence Analysis“)
