Make money doing the work you believe in

Very good point. That is why one of our most successful investment approaches is buying high-quality companies with strong competitive advantages that are having a difficult year.

The market often gets too scared for no reason, and if you gauge the momentum well, it can move very quickly.

One of the biggest sources of distortion in markets is this obsession with “perpetuity.”

If things are bad, they’ll be bad forever.

If things are good, they’ll be good forever.

Cyclicals are called that for a reason. Be prudent and avoid leverage.

May 6
at
12:34 PM
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