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They say you should water the flowers and cut the weeds but when something is trading at PE of 50+ I think (for better or worse) you can cut a few flowers and plan couple of new.

Sold a bit more of $VMD

Conor Mac's avatar
Conor Mac
@investmenttalkApril 24
I like this analogy. Although sometimes I doubt myself with the ability to find another two quality Cos.
Yegor's avatar
Yegor
@from100kto1mApril 24Author
@investmenttalk have to trust my process otherwise why am I even trying to outperform SPY
Yegor's avatar
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