No Paralysis Through Analysis
Fat pitches are thrown fast and slow. It's your job to be prepared for both.
Microcap investing education from experienced MicroCapClub investors on mindset, research process and building wealth in small companies.
Fat pitches are thrown fast and slow. It's your job to be prepared for both.
Trusting your own judgment doesn’t mean you’re always right. It means you’re willing to be wrong on your own terms.
Skilled management can take the limited resources and luck they’ve been given and multiply it. Mediocre management can’t.
“The valuation of every company is simply a number from today multiplied by a story about tomorrow.” - Morgan Housel
When you take care of today, tomorrow takes care of itself.
Steinhardt was a fundamental stock picker, but he was short-term. He was also a top-down macro trader. He also shorted. He was so different. He didn’t fit in a box.