Your #1 and #2 above were right on the money. Some of your best writings / POVs I have read. Thanks for sharing those perspectives. I could not agree more. RE: Twitter, I needs a major redesign, not incremental tweaks. I am not sure if this is even possible. RE: Q3 earnings, I believe that this quarter stocks that are surviving/performing consistently and also getting aggressive with growth/new products etc are being rewarded. It's all about which companies will be in a better situation at this time in 2023 - those are the companies we want to own. Cheers!
Thanks for the kind words Beachman! I agree that 2023 will be a big year for the divergence between the pretenders and people who actually are building strong businesses - Brett
Your #1 and #2 above were right on the money. Some of your best writings / POVs I have read. Thanks for sharing those perspectives. I could not agree more. RE: Twitter, I needs a major redesign, not incremental tweaks. I am not sure if this is even possible. RE: Q3 earnings, I believe that this quarter stocks that are surviving/performing consistently and also getting aggressive with growth/new products etc are being rewarded. It's all about which companies will be in a better situation at this time in 2023 - those are the companies we want to own. Cheers!
Thanks for the kind words Beachman! I agree that 2023 will be a big year for the divergence between the pretenders and people who actually are building strong businesses - Brett