I totally understand the importance of intuition as a valuable skill for an investment manager. Some say it is actually luck more than intuitive! I'm not sure how to really argue that! When I read the blog post, I immediately thought about Michael Burry and his Scion Capital story of anticipating very clearly the 2008 housing market crash! He had such a strong belief in his intuition, logic, and numbers homework! His natural state as an outsider mostly helped him to get this "state of no mind" you mentioned! However, I'm very interested to know if this intuition is teachable! I believe that some of us are born with it! But i also believe that it becomes sharper with experience in the field. It is related to recognizing patterns in life. Repeated patterns help enhancing personal intuition. What do you think?
Thank you for the article! Do you have other posts about the technical skills that differentiate investment managers from each other?