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Long-term investor
Earnings expectations
Earnings expectations are high going into earnings seasons. Alphabet $GOOGL and Microsoft $MSFT reported decent growth numbers but don’t think well received by analysts.
Earnings seasons started.
For Long term investors, one quarter result should not impact much but it’s important to keep track of company's progress, over all trend, and investing thesis.
I invest in innovative, disruptive/noise making companies, that influence massive behavioral change at scale. If i were to put single quarters under a magnifying glass and nitpick, I not only would subject myself to a ton of unnecessary decision fatigue, but also would ignore the long term thesis as to why I invested in the business in the first place
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