Valley n00b stalking a company: reads their product pages and the splashy mainstream coverage they got.
Grizzled Valley veteran stalking a company: ignores everything on the website except the team page and the careers page which reveals their actual business and roadmap.
I love this nugget from Warren Buffett in today’s Berkshire meeting:
The best defense against inflation is to be the best at what you do.
If you’re the best doctor in town, people will willingly pay you — inflation or not.
In other words, excellence commands pricing power.