I think, however, that we all look for the same things with the same criteria a little bit now. It is normal that then the ratings remain too high for too many years. There is an excess of narrative
Agreed. This is the hard part bout the game, the information is widely known at this point. To get an advantage you need to have a different view on a business than the overall market.
Warren Buffett has a saying: "We don't have to be smarter than the rest. We have to be more disciplined than the rest." In this era of information overload, easy access to all kinds of technology and research platforms, his words are right on the money (pan intended).
Great post!!!
I think, however, that we all look for the same things with the same criteria a little bit now. It is normal that then the ratings remain too high for too many years. There is an excess of narrative
Agreed. This is the hard part bout the game, the information is widely known at this point. To get an advantage you need to have a different view on a business than the overall market.
Warren Buffett has a saying: "We don't have to be smarter than the rest. We have to be more disciplined than the rest." In this era of information overload, easy access to all kinds of technology and research platforms, his words are right on the money (pan intended).
Great post, Marius! Thank you!
This is great, any chance you would be ok with me sharing this article alone to family to see if they would like to subscribe?
Of course, Bob! You can use it however you like.