We've all got the same number of hours in a day.
This can be a tremendous advantage for the individual investor who knows how and spends the time to dive deeply into a company.
This can be a tremendous advantage for the individual investor who knows how and spends the time to dive deeply into a company.
If you know how to dive deeply into companies + you have the time/motivation to do so + you are super picky with your investments = you've got a true edge in investing.
In investing there's a certain level of competition with other investors because of the scarcity of truly great investments.
The dual (preservation + growth) focus adopted by mainstream investing diverts attention to a large basket of various companies.
The dual (preservation + growth) focus adopted by mainstream investing diverts attention to a large basket of various companies.
Mainstream investing discourages true deep dives into companies, preferring more shallow analysis of many companies in a diversified portfolio. Big money has adopted this view. That's why the deep dive skill in investing is unique and is a hack that can unlock outsized gains.
A decent starting point:
1. Read all quarterly and annual reports by company
2. Watch all interviews by management
3. Know the company's product and customers inside-out
1. Read all quarterly and annual reports by company
2. Watch all interviews by management
3. Know the company's product and customers inside-out
• • •
Missing some Tweet in this thread? You can try to
force a refresh
