Patience Can Be Our Superpower
Long-term investing requires an abnormal amount of patience, and patience is almost like a skill that we can develop over time.
Long-term investing requires an abnormal amount of patience, and patience is almost like a skill that we can develop over time.
We think this company is well positioned to grow exponentially as the AI, Cloud, and Software Revolutions continue to gain steam.
We're moving on from TCEHY for a nice gain and putting some money to work in AAPL for the first time in a long time.
We're starting a new small position in Oracle (ORCL) and we hit on everything from the best ways to invest in SpaceX (spoiler: it's not easy) to why we are not messing with most small caps and biotech stocks.