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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.

为什么是这些游戏

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.

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