11 Comments

Thorough look at Moats. If investors even considered half of all the variables here they would have a substantial advantage over 90% of investors. And make better decisions. But in the final analysis we don't know the future. And a part of investing is always going to be LUCK. Just thinking about these things helps us be more careful and considerate looking at all the angles when investing in a business. We don't have to be right even half the time to make large gains in wealth. Just like in baseball, if you get a hit 30% of the time you are a Hall of fame player candidate.

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KathrynLien2

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You are doing so deep dives and articles. I really like your general work, but it is far too long for me. Not sure if also other feel same as I do.

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I fully agree but on the other hand for me, on the contrary, there is already a lot of short and high level (crap) to read which is entertaining but not adding a lot of value to grow in investing. I prefer the deep dives and extensive articles to get into the topics where the difference is made.

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In my opinion, a large part can also be deleted. No added value. Many analyses are not so great in the rear-view mirror, e.g. inmode

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Thanks to you all for the feedback! Yes this was a longer one (most articles are half the size) as I wanted to give the full picture from scratch.

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they are always too long (for me). just my opinon.

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Write her up on telegram

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KathrynLien2

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Write her up on telegram

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KathrynLien2

Tell her I sent you

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Write her up on telegram

👇👇

KathrynLien2

Tell her I sent you

Expand full comment

Write her up on telegram

👇👇

KathrynLien2

Tell her I sent you

Expand full comment