Thread by @hhhypergrowth

An investment strategy: buy and forget
Another: buy and shift (from low to strengthening convictions)
Another: actively trade a well understood core
Another: actively trade market / momo
Another: bungle around just jumping on tips

(I am “buy and shift”)

A concentration strategy: widely diverse port
Another: concentrate to highest of diverse convictions
Another: heavily concentrated into conviction (under 12)

(I am “heavily concentrated”)

Selection strategy: pick specific themes or industries or sec trends to ride
Another: deeply understand a concentrated core
Another: use a selection service or trading platform
Another: pick an open guru and follow blindly

(I am “deeply understood core” in “specific themes”)

None of these are right or wrong (tho blindly following others feels pretty wrong). Every person has their own style, skill, process, and situation.

Fintwit loves to critique port decisions . Stop worrying about others moves and focus on your own. Do your DD and move.

There is all this hand wringing about “your move is wrong” or “you don’t understand its potential” when you make public your doubts on companies. Maybe I do understand, and maybe I have better options and higher convictions.

If you want to sit and wait on a turnaround or for a rev-less companies dreams, go for it. I won’t be joining you.

To judge another’s actions based on your conviction is just silly. Diff strokes for diff folks. It’s a big market that supports all these strategies at once.