Education
Turnarounds
You make the most money by having a 1–3-year variant view on a business and buying the stock before the business turns up, inflects, or accelerates.
Mar 14, 2024 · 5 min read min
You make the most money by having a 1–3-year variant view on a business and buying the stock before the business turns up, inflects, or accelerates.
Work every day to make your name, your word, your handshake, your counsel, worth more than the day before. Reputation means influence.
Being “first’ to something isn’t as important as being right.
Some of the best investing opportunities I’ve found are when a microcap company has a problem or series of problems that seem insurmountable but there’s a sensible plan in place to solve them.
Mentors don't have to be perfect, they just have to teach you something.
You must always be growing yourself ahead of your portfolio.