@joecarlsonshow The argument is valid but as an investor I am happy watching from the sidelines as I personally am not sure about the ROI of this huge CAPEX. I don't need to swing at anything until I am sure enough.
“The secret to life is so simple. You don’t have a lot of envy, you don’t have a lot of resentment, you stay cheerful despite your troubles. All these are simple rules.”
“And I was 7 years old when I figured this out.”
- Charlie Munger. 2019
Last week @claudeai released the Equity Research plugin and of course I had to check it out
Sharing all the details below on how to use it along with the outputs, so you can see for yourself.
Bookmark this thread & read till the end📌
“There is no better teacher than history in determining the future—there are answers worth billions of dollars in a $30 history book.”
— Charlie Munger
Every book Charlie Munger has recommended since 1994: