I've had four distinct investing regimes since 2012. $100K then would be $1.215M now. The individual picks mattered less than having the right expert for each regime. Here's the framework and what I'm watching for the next shift.
I got a compliment on Reddit recently that my stock picks aren't anything special, but that I do help people think differently. I'll take that compliment and use it as a jumping-off point for a post more about the framework beneath the picks than the picks themselves. Regime 1 (2012-2024): Basicall…
I got a compliment on Reddit recently that my stock picks aren't anything special, but that I do help people think differently. I'll take that compliment and use it as a jumping-off point for a post more about the framework beneath the picks than the picks themselves. Regime 1 (2012-2024): Basically...
