Rebound Capital (@reboundcapital): "A reminder as we head into another volatile week with possible escalation in the Middle East: Focus on buying the highest quality companies at the right valuation and forget the macro. No one knows how the macro will play out."

A reminder as we head into another volatile week with possible escalation in the Middle East:

Focus on buying the highest quality companies at the right valuation and forget the macro.
No one knows how the macro will play out.

“If you spend 14 minutes a year on economics (and macro), you’ve wasted 12 minutes.’

This is exactly what we are seeing with the Iran war right now.

Apr 5

2:33 PM