A lesser son of greater sires @lesser_son
Joined April 2023-
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Following348
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Constitutionally incapable of going all in on a position. I’ll have to endure my cowardice until my last day. Maybe a $QURE call can heal me…
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@Process_Cap I like that, it’s a little chunk of the Howleyverse for me. Idiosyncratic conglomerate to let compound away. Haven’t added to my initial buy, might have to
@NobuQueen_ That’s a nice portfolio (because we have significant overlap)
Regression to the mean rules everything around me. It’s why there are so many lesser sons of greater sires
Almost time to buy $META
Averaging up and knowing when to sell are the hardest parts
@PythiaR Mayhaps more engine exposure along with the continuing forgings & castings bottlenecks
@valuations_ No such thing as enough
Always enjoy @lithos_graphein writing, even if I barely understand an inkling of it. Reading his EUV carved runes to learn
Porcupine’s Dilemma is everywhere around me
Owning a stock that won’t move until The Event is amusing, folks will interpret random moves as signals. Divination, augury, scrying over milk yet to be spilt, if you will
@taobanker OBGYN that hasn’t killed or crippled a mother or child isn’t taking enough risk. This is some of your finest work
I miss the Compounder watchlists/roundups. At least a bit useful to gauge sentiment & vibes
Mowing my own lawn as a freeholding yeoman Doing it on a riding mower to put on aristocratic airs Lower and upper house behavior, the bicameral yard
Stocks for the long run, betting on human ingenuity & creativity. No I’m long because my greed exceeds my doubt
The best way to have someone do as you say is to listen first
@mike98572986 We live in an age of wonders
Preserving optionality until options run out. Don’t wait too long
Zero sum short run Positive sum long run
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IRResistible CAGRs�... @deepvalueco
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8K Followers 2K Following Try and run a civilized society without a pressurized flush valve. I’ll wait. Nothing I post is advice on literally any subject
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20K Followers 3K Following Three decades in semiconductor lithography. I run the Chip War Dashboard site; it's a live feed of the freshest semi news & market data.
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1K Followers 2K Following NFA| Tier2: $ASTS $AVAV $JOBY, Tier3: $SIRI $MP $LDOS $PRME $AMPG $AMTM $GTLB $QS $RKLB $KTOS $BAER, Tier4: $ONDS $VVX $FEIM $ASPI $BEAM $CRVS $USAR $UUUU $CLPT
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