23 Comments
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Ricky Choudhuri's avatar

Man, this is an awesome read. It aligns with me so well, so energizing to see your work and journey

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Eric Flaningam's avatar

Let’s go! Appreciate it!

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Margin Of Safety's avatar

I tell you what my friend, I think you are on to something. Well written. You are on the right path.

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Eric Flaningam's avatar

Thank you my friend!

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Andrew Zigler's avatar

Love following your newsletter and couldn’t agree more about your views on history. Time changes but people never do, and there’s so much value to studying the past. Looking forward to what 2025 has in store for you.

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Eric Flaningam's avatar

Thanks Andrew!

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Michael Schrage's avatar

well done; thank you

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Eric Flaningam's avatar

Thanks Michael!

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Ben Engelberg's avatar

Hey love your work. Really helpful! Please keep it up!

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Eric Flaningam's avatar

Thanks Ben!

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Artur Kurasiński's avatar

Hi Eric! As one of the thousands of people who subscribe to your newsletter, I would like to thank you and write why, having millions of other sources of information to choose from, I chose, subscribe to and read your artikyuks - because you create them based on knowledge and information. You give me the opportunity to read the data and draw my own conclusions. Thank you! And keep going :)

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Eric Flaningam's avatar

Appreciate the kind words Artur! Thanks for the support

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Devansh's avatar

Your story is the kind of stuff they make Netflix biopics on.

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Eric Flaningam's avatar

Lesson #7: read AI Made Simple twice a week and your brain size doubles every year. Devansh’s law.

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StockOpine's avatar

Great annual recap. You’re doing a great job Eric!

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Eric Flaningam's avatar

Thank you my friend, right back at you!

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StockOpine's avatar

Thank you Eric!

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Jeroen Coelen's avatar

"Do you really need such a long history section in your articles?” - YES! History is so underrated in these remarks. So many people act surprised because they haven't read into it yet. Can recommend.

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Eric Flaningam's avatar

Couldn’t agree more.

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Burak Buyukdemir's avatar

Great insights, clear, valuable, and inspiring!

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Eric Flaningam's avatar

Thanks Burak!

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Ann's avatar

What a great letter. I love reading the stories about companies and connect them to their numbers. I try to practice what Professor Damodaran teaches in his book, Narrative and Numbers. This part of your letter really struck a home run for me: "The most common piece of constructive feedback I get on my articles is, ”Do you really need such a long history section in your articles?” My response falls along the lines of “It’s really the only thing I need.” To not read biographies, business history, and fundamentals of science is unnecessarily putting yourself at a disadvantage. I really like your comparison of the build out of the electrical rid to the current AI build out. Continue to look back to look forward.

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Eric Flaningam's avatar

Thank you for the thoughtful comment Ann, always appreciate your feedback!

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