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How do you evaluate/value technical moats?
I have a rule where I won’t buy into a company if another company can duplicate their product. Companies like Nike, lulu lemon, Pepsi, or Starbucks. While some of these companies do well, I feel like you’re always one mistake …
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There is always a day when the portafolio starts to fall and it’s not gonna recover anymore
Two months ago my portafolio was up 20%, today I am -10% this is ridiculous. Literally April an may they were great, the market was growing a lot, suddenly there was a day, I don’t remember which one, when nothing …
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BUY
$SPCX SpaceX soon.
The last few years have seen exponential growth, driven by private companies (like SpaceX), reusable rocket technology, and massive internet constellations 2022: 186 launches globally 2023: 197 launches globally 2024: 260+ launches globally (with SpaceX accounting for more than half) …