Is Duan Yongping's Pop Mart Buy a Mistake?
A hole in the structure can be patched by discipline. A hole in discipline can't be patched at all.
InvestingBusinessEconomy
Make the Easy Money, Not the Hard Money
Hard money pits capital against generations; easy money pits insight against patience. An individual can't afford to lose time.
InvestingBusinessEconomy
Payback Math: I Watch the Dividend
Price is someone else's quote; the dividend is the company's report.
InvestingEconomy
Don't Trust the Data, Trust the Business
Data is someone else's answer sheet; the business is the exam.
InvestingBusinessEconomy
AI Has No Bubble. AI Stocks Do.
What can be falsified is profit, not productivity.
InvestingTechEconomy