How to think about INVESTMENT vs. SPECULATION.
- A thread
- A thread
https://twitter.com/tayooye/status/1339568455163535361
The key difference is "underlying value".
The key difference is "underlying value".
The key difference is "underlying value".
The key difference is "underlying value".
Let me explain.
The key difference is "underlying value".
The key difference is "underlying value".
The key difference is "underlying value".
Let me explain.
Moderna is a pioneer in mRNA technology.
mRNA will be the biggest medical innovation of the next few years.
Watch this to understand mRNA technology.
mRNA will be the biggest medical innovation of the next few years.
Watch this to understand mRNA technology.
https://twitter.com/prital_/status/1337848090603110400?s=20
Moderna used mRNA to create a highly effective COVID vaccine.
That vaccine at $25 per dose will add at least $25billion to their bottom line.
But that's not the only reason we invested.
That vaccine at $25 per dose will add at least $25billion to their bottom line.
But that's not the only reason we invested.
The underlying value in Moderna is the tech.
mRNA will eventually be used to create vaccines for everything from cancer to HIV.
So we are buying future cashflow in Moderna not just COVID cashflow.
mRNA will eventually be used to create vaccines for everything from cancer to HIV.
So we are buying future cashflow in Moderna not just COVID cashflow.
So even if its COVID vaccine fails, the mRNA tech in Moderna will continue to provide value for investors in the future.
Speculation on the flip side focuses on prices.
You can buy a horrible company if you think its stock price will go up.
Or you can buy Dollar/GBP pair in forex if you think one price will go up.
The difference is - YOU'RE NOT BUYING THE UNDERLYING VALUE. You're speculating.
You can buy a horrible company if you think its stock price will go up.
Or you can buy Dollar/GBP pair in forex if you think one price will go up.
The difference is - YOU'RE NOT BUYING THE UNDERLYING VALUE. You're speculating.
In my view, most people don't have the:
1. Expertise
2. Time.
3. Patience
To make stock purchase decisions like this.
In that case, your best bet is to place your funds with a firm like (overwood.ng) that does this for a living.
1. Expertise
2. Time.
3. Patience
To make stock purchase decisions like this.
In that case, your best bet is to place your funds with a firm like (overwood.ng) that does this for a living.
• • •
Missing some Tweet in this thread? You can try to
force a refresh
