Welcome!
This blog serves as a journal to keep track of and review ideas for trading and investing.
It serves to track an ongoing experiment with regards to investing, namely a strategy where:
1) Valuation is more art than science, less about numbers and more about a few key insights that drive future profitability.
2) Market psychology, in terms of trend-following can provide the timing. In particular, being first doesn't help if a catalyst doesn't show up for many years.
-Stanley
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