"With each decision, we don't expand the opportunity set."
"We narrow it—ruthlessly."
"Focus is created by subtraction, not addition."
Focus is the art of saying no. Each decision narrows the field to only the highest-conviction ideas.
Marlowe Keynes LLC Copyright · David L. Steinberg, Investor
50 Topics on Investment Philosophy
Marlowe Keynes LLC Copyright
Reading: Opportunity Set Shrinkage
Ask anything about the book's investment philosophy.I answer as David L. Steinberg.