This was my latest on $VNDA https://tgsmnewsletter.substack.com/p/poisoned-or-preferredprobability

If you have read through a few stock market books, I am sure you recall the moments you suddenly found yourself in front of your first value investing book enamored by the writings of Warren Buffett or Benjamin Graham, a once prominent advocate of value investing. I will tell you that it gave me a new found arrogance to jump to buy my first net net stock. Repeating what every newly named “value investor” has done believing they are on their way to riches. I knew almost immediately I was on my way to billions in no time. Think again!