Background
Education: History and political thought, with a focus on Condorcet and the Enlightenment.
Languages: English (fluent), French, German, Italian, Spanish, Classical Latin (grammar), Ancient Greek (grammar)
Investing: Value investing in the tradition of Graham, Munger, and Templeton — with quantitative tools
Why this site
Years studying Condorcet and the philosophes taught me one thing: ideas matter, and the best ones compound across centuries. Condorcet wrote about human progress under the shadow of the guillotine. Spinoza ground lenses for a living while writing the Ethics. 陈寅恪 continued his scholarship for thirty years after going blind.
I write because thinking clearly is a practice, not a talent. And because the intersection of Western and Eastern thought deserves more exploration than it gets.
The archive now contains over 400 source-grounded essays covering investment discipline, mental models, practical philosophy, and research methodology. Every article draws from public books, shareholder letters, transcripts, or documented research — not anonymous tips, proprietary signals, or market rumors.
What this site is not
This is not a stock-picking service, a paid signal feed, or a trading chatroom. I hold no advisory license. The investment content is educational: frameworks, history, evidence, and failure modes. If you are looking for buy/sell instructions or target prices, this is the wrong place.
Principles
- Never recommend specific securities — I have no advisory license, and you should think for yourself
- Source everything — claims trace back to books, data, or named sources
- Long time horizon — I measure in decades, not quarters
- Inner Scorecard — I write what I believe, not what gets clicks
- Festina lente — make haste slowly
How articles are made
Each article follows a documented process: source identification, evidence mapping, privacy and compliance review, structural quality check, and automated gate verification before publication. The Methods and Boundaries page explains this in detail.
The site uses a 40-point automated quality gate that checks every published page for content depth, internal linking, structured data, navigation clarity, and editorial boundary compliance.
Contact
- WeChat Official Account: 柔和谦卑 履责 求知 (sustine_et_abstine)
- X: @CharlieLam61499
- Corrections, feedback, and questions: Contact page
Zwei Dinge erfüllen das Gemüt mit immer neuer und zunehmender Bewunderung und Ehrfurcht: der bestirnte Himmel über mir und das moralische Gesetz in mir.
Two things fill the mind with ever new and increasing admiration and reverence: the starry heavens above me and the moral law within me.
— Kant, Critique of Practical Reason