Insider Stocks · For members
An entry from my investing journal, for members.
Despite 2023's strong market performance, 2024 has presented compelling opportunities to acquire high-quality businesses at attractive valuations. As we've seen repeatedly, investor time horizons compress to zero during drawdowns, and hopium stretches to infinity during bull cycles. This phenomenon captures how investors often lose sight of the bigger picture in turbulent times while becoming overly […]
Insider Stocks
The rest of this entry is for members
Before I buy a business, and before I sell one, I write up what I see: what it earns, what it’s worth, what could break it. Members read every entry, back to 2021. At least two new entries a month, more during earnings season.
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