We’ve talked almost ad nauseam about the differences between investing and collecting here, so when we read this in last week’s article on Chenmark’s Weekly Thoughts:
“A central part of the discussion pivoted around whether we are operators or investors.“
We knew we needed to read the entire article. Which we did and recommend. In a few paragraph, five-minute read can be found the essence of why two ideas that seem fundamentally different can be so inextricably intertwined:
“To view those perspectives as fundamentally in conflict is to miss what each has to offer.
Indeed. As humans, we tend to prefer the tidy ease of one approach, which can lead us to miss this important point. The “messy middle” is where most of the benefit and the fun – the good stuff – actually lies. In the tension. Are you an investor or a collector? Why would you not be both?
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