Many thanks, 100% agreed. Conviction cannot be bought, it can only be achieved after long time studying the company, understanding its business from several directions and learning to read between the lines. So far I believe I’ve only achieved that with three companies. Two of them are my biggest positions and one I have parted ways with. Luckily one of these three companies is Hims. Currently working to reach understanding with several companies, but far from being there yet.
Many thanks, 100% agreed. Conviction cannot be bought, it can only be achieved after long time studying the company, understanding its business from several directions and learning to read between the lines. So far I believe I’ve only achieved that with three companies. Two of them are my biggest positions and one I have parted ways with. Luckily one of these three companies is Hims. Currently working to reach understanding with several companies, but far from being there yet.