Howard's writing echoes with many of my investment philosophy. Better than that, his style matches many of my recent trades. The second level thinking requires people to go beyond the surface of the obvious facade to delve into deeper meanings.
The investment analysis is, in reality, a result of confluences of many colliding tides. His analysis of cyclicality and margin of safety are great.
In reality, the Shanghai index fell below 2,000 points three times in the past 18 months and as people were in panic, I bought the dips three times. Call it luck, you may.
His books is more philosophical than technical. Even so, I read the book cover to cover.
I seek asymmetric returns in the market and would love to share my performances and trade ideas. It's a great book written by a great practioner.