You are obviously ambitious and hardworking young man, but you are missing a few big pieces to outperform the market. Picking stock is the very first step of investing, you still haven't realized the importance of other processes. I hope you do well but the current strategy alone simply won't work without extreme good luck.
Portfolio management, trading management (where you see market timing as no value), risk management, domain specific knowledge, information collecting process, etc. Each of them requires very hard work and long experience. Having fiscal.ai is far from enough, you need everything (or at least aware of them) collectively to beat the market.
Risks are mentioned way too less, I understand that's for newsletter. Newsletter and performance usually don't come hand in hand.
I am sure you realize Warren Buffet didn't just "buy and hold" - he is the greatest marketer - and he traded all the time. Why is that?
What did you learn from NVO? There is big lesson in it.
You probably do think all these things. From free newsletter I can only see stock picking, and that's just the very basic thing once becoming a sophisticated investor.
https://jonahramirez991.substack.com/p/searching-for-invisible-monopolists?r=8fs75z&utm_campaign=post&utm_medium=web
It would be great if you could respond to mails sent to you by «partners»…
Could you send it to pieter@compoundingquality.net?
That’s the mail I have sent to, but sent again now👍
You are obviously ambitious and hardworking young man, but you are missing a few big pieces to outperform the market. Picking stock is the very first step of investing, you still haven't realized the importance of other processes. I hope you do well but the current strategy alone simply won't work without extreme good luck.
Could you elaborate? What kind of other processes am I missing according to you?
Portfolio management, trading management (where you see market timing as no value), risk management, domain specific knowledge, information collecting process, etc. Each of them requires very hard work and long experience. Having fiscal.ai is far from enough, you need everything (or at least aware of them) collectively to beat the market.
Risks are mentioned way too less, I understand that's for newsletter. Newsletter and performance usually don't come hand in hand.
I am sure you realize Warren Buffet didn't just "buy and hold" - he is the greatest marketer - and he traded all the time. Why is that?
What did you learn from NVO? There is big lesson in it.
You probably do think all these things. From free newsletter I can only see stock picking, and that's just the very basic thing once becoming a sophisticated investor.