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Fallacy Alarm

Deconstructing the Amyris Bear Case

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December 23, 2021

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Fallacy Alarm: I write about my investment research and investment process whenever creativity hits me. Why the name Fallacy Alarm? Investing is about synthesizing the enormous amount of information that we have available at our fingertips to differentiate what is true from what is not. Logical reasoning plays a key role in this process. A fallacy is the use of faulty reasoning. There are many ways our mind constantly tries to derail us from objectivity based on our beliefs and wishes. The name Fallacy Alarm is a reminder to myself to be constantly alert of this risk. I strive to see the world like it is, not like I want it to be. And as an investor and trader, I want to benefit from it. In this blog, I am sharing bits and pieces from my mental journey. My hope is to connect with likeminded souls and get exposure to bull and bear arguments to my theses that I have not acknowledged/evaluated before.

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