General

General

@david
1 month ago

I feel like we're all waiting on bated breath

You can see since the start of the conflict in the middle east, the number of research posts made is down drastically.

Same goes for me - I haven't been hunting as much either.

This isn't a good thing ... we should always be researching and valuing businesses. It's how we get better (and are ready when opportunity strikes!)

So I'm going to commit my intentions for the rest of the week. Publicly shame me if I don't complete.

  • I will write my final thesis on Berkshire

  • I will post update posts on my current stock holdings (Nike, Lulu, Duolingo, etc)

  • I will complete at least 50% research on one new stock

Also, in unrelated news... we have an update that should be rolling out tomorrow! It's got some exciting stuff in it - hope you enjoy it!