The article is primarily about dispelling misconception about the job description of an investment analyst. But I suppose what’s more important is Budi’s biasness for action.

We didn’t have that BUMN (SOE) under our radar and probably would never invest in that SOE anytime soon. But because Budi went for the talk anyways, we gleaned insights about sovereign wealth fund (Danantara) that we previously had never thought about before.

So mulling and thinking about our work is important. But taking action to have data that allows us to be more thoughtful is even more important. Insights can come from anywhere and I would want to have even more biasness towards action after seeing Budi did his thing.