For me, investing is a game I play with the market.
At every turn, I ask the market a question.
She might answer with price action, product validation, or simply silence.
But often, her answers are vague.
To clarify these answers, I must ask better questions, over and over again.
Occasionally, through playing this game, I discover something more valuable than my initial thesis—truths about risk, timing, human nature, or the nuances of global liquidity, supply chains, and geopolitics.
These truths rarely come out loud. They arrive quietly, stealthily, almost invisible. You have to have a keen eye and keen intuition to perceive what others can't.
This quote was inspired by a recent conversation I had with a serial entrepreneur friend, an experienced consumer product founder currently developing a SaaS product. My first question to him was, "Brother, isn't this boring?" I was trying to understand what motivated him to start this new thing.
After two hours of conversation, he began to express a strong curiosity about the new field he was exploring. He was clearly not pursuing "product-for-market fit," but rather the question of "why does this happen?" and, in the process, he detected a clear market inefficiency. Then he asked me, "Why are you still investing? Isn't it boring?"
The only cure for boredom is curiosity; there's no cure. When curiosity is genuine and self-sustaining, it spirals upward with no end in sight. This is because you enjoy the process of discovery and problem-solving, without preconceived expectations or emotional attachments to what you'll discover. The same is true of the investing process.
Curiosity is the endless fuel of a strategic growth mindset and the source of eternal joy in life.
Operators and investors are two completely different archetypes. One creates, the other takes bets. But the best at both games are driven by the same thing: genuine curiosity.
May you find your intellectual true love. 🧠❤️
