This article comes at the perfect time, thank you for articulatng so clearly how organizational complacency sistematically erodes even the strongest competitive advantages over time.
My newsletter is mostly about trading and investing but I also write about mindset, psychology, and discipline: how to stay positive, steady, and consistent when life gets hard.
Here’s my most recent post where I need your help. Would love if I could get your opinion. Take less than 2 minutes:
Agree large TAM is not a predictor of good performance but common sense would imply that small TAM should be a predictor of growth stock underperformance, that is frequently overlooked when the “can this company grow into its multiple?” question is asked imo
My newsletter is mostly about trading and investing but I also write about mindset, psychology, and discipline: how to stay positive, steady, and consistent when life gets hard.
Here’s my most recent post where I need your help. Would love if I could get your opinion. Take less than 2 minutes:
This article comes at the perfect time, thank you for articulatng so clearly how organizational complacency sistematically erodes even the strongest competitive advantages over time.
Hey I would love to connect with you!!
If you are also interested by my work of course.
My newsletter is mostly about trading and investing but I also write about mindset, psychology, and discipline: how to stay positive, steady, and consistent when life gets hard.
Here’s my most recent post where I need your help. Would love if I could get your opinion. Take less than 2 minutes:
👉 https://substack.com/@midaxtrading/note/p-181228132?r=6q0teo&utm_medium=ios&utm_source=notes-share-action
Hope to see you around, and keep up the great writing! 🚀
Agree large TAM is not a predictor of good performance but common sense would imply that small TAM should be a predictor of growth stock underperformance, that is frequently overlooked when the “can this company grow into its multiple?” question is asked imo
I just wrote an article about Gold/Silver/Copper and one stock that faces imminent 150% upside. Check it out and subscribe for more hidden gems. https://guardianresearch.substack.com/p/happy-thanksgiving-a-seat-at-the?r=rzrlz&utm_medium=ios
Hey I would love to connect with you!!
If you are also interested by my work of course.
My newsletter is mostly about trading and investing but I also write about mindset, psychology, and discipline: how to stay positive, steady, and consistent when life gets hard.
Here’s my most recent post where I need your help. Would love if I could get your opinion. Take less than 2 minutes:
👉 https://substack.com/@midaxtrading/note/p-181228132?r=6q0teo&utm_medium=ios&utm_source=notes-share-action
Hope to see you around, and keep up the great writing! 🚀
Worked for S&P Global? If so I’ve seen culture was pretty poor through my own research