@realroseceline@DrewCohenMoney But also: time in the market is important. I youโre 25 and started 5 years ago, maybe there were no screaming deals like in the 70โs or 08. But you also need to put your capital to work in your early days. How do you think about that?
@realroseceline Love the answer. Sometimes can be hard to find a balance between following everything (i love investing) and just ignoring the market and let the compounding do the work. I never really ask, but what do you think about my portfolio (on my profile)? Can i go asleep for 20 years ;)
@realroseceline How do you know what a business will look like in 5-10 years? Management can have goals or plans, but hard to estimate their correctness , and more importantly, biasness towards being positive about the business they work for
@DrewCohenMoney Also curious how he thinks about โholding for decadesโ, as described in his book for achieving 100 baggers. How does he track (changing) moats and knows when to change strategy or paths
@DrewCohenMoney Interesting, Drew! A few years ago Chris was very vocal about his holdings and serial acquirers. Now he is more quiet and his stocks are in a major downturn. > How does he think about software and AI (his biggest holdings was Topicus) and did his strategy change overall?
@valueventurez Bigger runway, higher organic growth (i like the Topicus operating group a lot), embedded more in sticky industries: governments, schools and healthcare. Andโฆ home bias ๐