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June 25, 2018

All It Was Cracked Up To Be…


One of the toughest decisions when investing in growth companies; is when to sell the winners. The issue is that successful businesses continue to increase in value over time. Therefore, selling means that you miss out on some of that growth. That said; I tend to find that despite having a multi-year forward valuation target, sometimes, a good chunk of that valuation gets realized ... Read More
Categories: Investments
Positions Mentioned: JYNT, TSLA
March 29, 2018

Tesla Learns About Reflexivity


Before George Soros focused his energies on undermining Western Society, he wrote a book detailing his theory of reflexivity. Reflexivity is the theory that the market’s own expectations about an event can help impact the actual future outcome of the event in a feedback loop of sorts. Take a mining company that needs to raise money to build a mine. Since the cost of ... Read More
Categories: Investments
Positions Mentioned: TSLA
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