Active Patience
Active Patience means knowing what you are looking for and doing nothing until you find it.
Educational articles written by full-time investors, including business breakdowns, interviews, and presentations.
Educational articles written by full-time investors, including business breakdowns, interviews, and presentations.
Active Patience means knowing what you are looking for and doing nothing until you find it.
“The most important part of our thesis is recruiting the right board.”
There’s only one reason to buy a stock, but there are infinite reasons to sell a stock.
Alpha is generated by being a little different in a disciplined and thoughtful way.
TerrAscend is a vertically integrated North American cannabis company with operations in Pennsylvania, New Jersey, Maryland, Michigan, and California.
Averaging down is a skill. Done well it can be your greatest asset. Done poorly it can mean disaster.