Investor decision playbooksPrompt 142
Review second-level thinking
Tests whether a good asset was paired with a differentiated and documented thesis.
Ready to ask
Prompt text
“For each position I opened during [period], ask what the market consensus appeared to be, what I believed differently, and why that difference was knowable but potentially missed. If my answer is only that it is a good company or asset, label it a first-level thesis. Separate my contemporaneous notes from hindsight and summarize the ratio of first- to second-level decisions.”
Context Silvia can use
New positions, transaction dates, contemporaneous notes, filings and market research.
What a strong answer includes
Decision review with consensus, differentiated view and evidence quality.
Useful follow-ups
- Which thesis relied most on hindsight?
- What evidence would differentiate this view?
Ask Silvia about your actual financial life
Connect the relevant accounts, add the goal or constraint that matters, and ask Silvia to show the evidence and assumptions behind the answer.
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