You can't separate the hand of the market from the creative arts; imagination from science; or ir-"rationality" from an indignant mob. So why guess you can eliminate 'risky' exploration, excavation and expression of unexpected truth (and love) from your investments? Go where others will not. Always interested in hearing from forward (and backward)-thinking creatives and long-term value oriented investing peers (not interested to know where you think a stock will be next month). I'm pretty green in the investing world, but check out my Tesla piece from 2012 (plus followups)... Investing Philosophy: Alpha is competitive abstraction and creativity. One must give weight to forces of history others are faithless to believe in, to find it. The art of investing far more closely resembles the study of how history is made than it does financial auditing. Under-appreciated forces (especially in the age of accelerated scrutiny): justice, mercy, love, grace, hope, meaning... Key influences: Tren Griffin, Marc Andreessen, Elon Musk, Steve Jobs, Nassim Taleb, Warren Buffett, Charlie Munger, C.S. Lewis, Dostoyevsky, Nicolas Gomez Davila, Daniel Yang, Micah Redding, Jeremy Foster, Matt Simmonds, Lakin Afolabi, Jin Choi, Ed Borgato, Glenn Abrett. Get in touch on Twitter: @mbadaily"I've learned to kiss the wave that throws me against the Rock of Ages"