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@investianalyst
Francis
$25.8M follower assets
Tech Investor
29 following703 followers
"Our most profitable insights have come from recognizing the deep reality of some businesses."
  • Nick Sleep.

This is a post to encourage investors to go beyond the news and dive deeper into understanding the competitive advantage of their businesses.

Understanding the deep reality will give more confidence and confidence on the tough days.

Can also influence holding period, allowing uou to hold during ugly periods of results. Quants will be confused, some won’t get it, but you might be holding a winner.
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My favourite quotes from Peter Lynch:

1) “Investing in stocks is an art, not a science, and people who've been trained to rigidly quantify everything have a big disadvantage.”

2) “Invest in what you know & see around”

3) “Everyone has the brainpower to make money in stocks. Not everyone has the stomach.”

Peter Lynch has been one of the greatest investing influencers in my journey.

Hello CommonStock!

Below are my portfolio holdings:

$UPST
$UPWK
$CRWD
$PLTR
• $MAGT.TO
$PATH
$CFLT
$AGC (Grab)

Portfolio 2:
$SE
$ZS
$AMD
$STLD
$LC
$AMBA
$SI

Watchlist Companies:
$AMPL
$MNDY
$DDOG
$DLO
$SOFI
$CELH
$NET

I'm looking forward to engaging with everyone to discuss Technology, Analytics platforms, Cloud, Improving as an Investor, and more!

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