Trades for the week of February 17th through February 21st
There were no trades made this week.
There were no trades made this week.
There were no trades made this week.
There were no trades made this week.
I also know from decades of experience that focusing on finding the biggest winners of Tech Revolutions that are measured in trillions of dollars and whose impact build over decades at a time, while staying disciplined about valuations, is the key to long-term outperformance.
We’re in this to build wealth riding Revolutionary Technology Platforms for the long-term. Or as Spock would say: “Infinite potential in infinite combinations.” Yea, SpaceX is that.
Let's talk about how overextended and overbought this market is in the near-term and, more importantly, why we're not chasing some of the highest momentum and shiniest object in the stock market room.