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Financial Analysts

Number sense, sequences, and the smell test for valuation.

Analysis is number sense applied to non-stationary data. The killer skill is not the model, it is being able to feel "that growth rate is implausible" before the spreadsheet has finished recalculating.

왜 이 게임들인가

Math protects the order-of-magnitude reflex that catches every off-by-100% mistake · the only mistake that ever matters. Sequences trains the rule-induction skill that turns three quarters of revenue into a forecast. Valuation is the explicit smell-test drill · is that price actually plausible for that asset.

MemPi
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