@Micro2Macr0@Howard__Tran@thepowerfulHRV I'd assume if theres an explosive run up, you'd take a percentage off the table as profit and let the rest ride? Or are you thinking 12-18 months and get out.
@Micro2Macr0@gregdantas1 I sold 40% of my mstr for asst and swc. Still majority mstr, but its nice to have other horses in the race. Irrespective who out performs they will all do well and beat it sitting in cash.
I looked at svrn, dont understand it (probs mistake) but I need to sleep at night
@Micro2Macr0@MacfarlaneBC One of my favourite quotes...
โFar more money has been lost by investors trying to anticipate corrections, than lost in the corrections themselves.โ
E.g. dont time the market, its not repeatable
@Jason@SawyerMerritt I wonder if @Jason would have a different view if he didnt invest in uber.
Jason wants a free market, unless it impacts his investments then its wrong!
@Micro2Macr0 So i re watched it.
I understand your theory.
The question is what makes mstr and asst different? Apart from asst being smaller and able to grow faster?
Is that what provides the difference in mnav?
Mster is too big so mnavs lower?
They both have a money printer
@Micro2Macr0 I watched it, however I still have some gaps here.
I understand the premise ita growing faster so its growth dictates, however there must be a point where its unable to grow as fast and therefore reverses like mstr?
Ill re watch it tomorrow when its not 11pm ๐คฃ