Education
Investing in “Special” Situations
Here are a few hard learned lessons as you start your special situations journey
May 15, 2024 · 9 min read min
Here are a few hard learned lessons as you start your special situations journey
Give a company a little room to disappoint you in the short-term and a lot of room to exceed your expectations in the long-term.
My intention is to hold stocks forever, but the harsh reality is every stock has different shelf life.
How does a business get a premium valuation when they sell a commodity?
It's often how you react (or don't) to the same situations that shows you how much you’ve grown.
"Call Charlie a lucky man for stumbling onto Cook Data Service, but luck didn't make him a millionaire."