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Things that matter vs. things that don't
We all seem to be focusing on stuff that doesn't matter when crafting investing decisions. I find this really counterproductive.

Here are some things that don't matter:

  • what inflation was last month
  • What a stock did over the last 30 days
  • What a stock does the 30 days after you buy it

Here are some things that matter:

  • The FCF yield you bought a stock at
  • Growth in FCF/s

What did I leave off either list?

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