Don’t borrow judgement.

The reason why we spend hundreds of hours analyzing a business is to thoroughly understand it.

The purpose of the research is to build confidence in our assumptions.

The valuation then dictates what the return those assumptions will yield.

We are open to contradictory opinions, but we don’t blindly follow anyone—we only follow our research and our judgement.

It doesn’t make sense to go through this whole process to just “borrow” someone else’s "judgement.”

China chip sector targets 80% self-sufficiency with US in its sights

Asian giant's ambitions include creating homegrown version of Dutch lithography giant ASML
https://trib.al/daLqaYk

I have never wavered in my position that there can be no compromise with RFK Jr. He is a dangerous fraud who has caused incalculable damage to public health.

It’s extremely disappointing that the President of the American Medical Association was doing a photo op with RFK Jr. this morning.

If rubio and trump do not want to disclose who they are talking with in Iran because it could get that person killed in Iran then it is safe to say the US isn't talking with the leaders in Iran.

The only AI used to create my work is Author's Imagination.
Fuck that machine. I don't need it.