Unlocking Investment Insights in AI & Tech: A New Perspective
With nearly a decade in the investing space, I have learned essential principles that resonate deeply within the AI and tech sectors. My focus is on spotting obvious investment opportunities—those that hit you like a “2×4-to-the-head,” echoing the wisdom of Mohnish Pabrai.
Here’s what I prioritize in my approach:
- Simplicity: I communicate investment ideas clearly. If a ‘buy’ recommendation isn’t straightforward, it may not be worth your time.
- Concentration: I often initiate positions at 5-10% of my portfolio and let them grow organically based on potential.
- Long-term Vision: Embracing a philosophy of acquiring wonderful businesses, I aim to hold for the long haul—“don’t cut your flowers and water your weeds”.
Engage with me and the Seeking Alpha community to share insights and strengthen our investment journeys.
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