Choose Your Own Way
Trusting your own judgment doesn’t mean you’re always right. It means you’re willing to be wrong on your own terms.
MicroCapClub articles tagged Education, including microcap investing research, education, and member insights.
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.
Customer delight cannot be measured, but is just as important as the things that are measured.