Noise, …
… currently, …
… is deafening.
Posturing, …
… rebuttal, …
… a coup nearby, …
… printing, …
… and what have you, …
… have now become par for the course.
What are the signposts we follow, amidst this chaos?
First up, let’s not be afraid of chaos. Big returns are made exactly there.
We are going to follow high-growth, …
… and specifically, value offered in a high-growth market. Ya, we’ll never get away from margin of safety. It keeps coming back, in one form or another, whether one is investing, or even trading. We use it to get a little better value while entering, facilitated by Technicals. We understand that it’s in volatile times and markets that growth offers value, very temporarily.
Needless to say, basic Fundamentals need to be intact, on the path that we tread.
The governments, and managements we invest in need to show integrity, and develop trust.
We remind ourselves, that high growth is a non-linear entity, and thus we need to stay invested.
We achieve this by keeping our Cost-Free-Ness in the market, like, forever.
We toil to create more and more Cost-Free-Ness.
What this exactly is has been explained ad nauseam in this space, at many earlier instances.
Creation of Cost-Free-Ness means that our principal goes to work repeatedly. Its mini-units are like soldiers that go into battle, bring back winnings, and then they rest, to be deployed another day. If some deployed principal is losing, we wait for it to win. If losses mount, we always have the option to bail it out, or to switch its battle.
The beauty about Cost-Free-Ness is, that since it remains in the field, like, forever, there then is no cap on its upside, in a high-growth market.
Wishing you happy and lucrative wealth-creation!
🙂
