Random Ramblings August 2024: crazy start to August, due diligence trips, seeing management teams

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  • Опубліковано 26 жов 2024

КОМЕНТАРІ • 2

  • @stwtn
    @stwtn 2 місяці тому

    Hey mate, just to balance out the overwhelmingly positive - I feel these ramblings have been repeating the formula: "Conventional wisdom is x, but what if it's not" Have noticed it the past few videos and right when you started a topic I sort of knew where you were going to end based on the above formula. I propose some talks on pattern recognition. You turn over a ton of rocks and I feel that you are uniquely qualified to comment on such patterns, base rates, etc. I would find that pretty interesting.

  • @WillHpowers95
    @WillHpowers95 2 місяці тому

    Had a Canadian small cap go to 0. over a couple of years. Every quarter the business was about to turn according to management. painful lesson.