The Absurdity Supercycle- Being Early After the End of History
reflections on recent price action, ARK investments, Palantir, and cryptoCommon Stocks and Uncommon Profits Book Summary
Rote changes in revenue and earnings are less interesting than their quality and repeatability. Invest in a company with capable, honest and adaptive management entering an under penetrated market that invests its resources in such a way to give it optionality into new spaces. High quality sales organizations, and long term investments into customer support with expanding margins due to automation are the killer combination.
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