Richard Feynman was one of the most brilliant thinkers of the 20th century. His specialty was physics, but he had an amazing ability to clarify a problem, cut through unnecessary detail, and explain complex concepts. His techniques for problem-solving are valuable to anyone, in any field.
This is a short clip of Feynman explaining how we should think about competing theories, and why understanding the philosophical basis for a problem is more important than having a black box model that can spit out an answer. The parallels to investing couldn’t be clearer.
To anyone interested in learning more about Feynman, I strongly suggest the autobiographical book Surely You’re Joking, Mister Feynman as well as Genius by James Gleik.