As someone who digests a lot of fairly academic investing materials, I see a common trend where reddit sentiment and strategy holds in stark contrast to the strategies I hear fund managers, and researchers discussing. I'm just going to leave this here for whoever is inclined to get more educated on what the "smart money" is thinking. I HIGHLY recommend reading every one of Verdad's news letters but this one is a good place to start.
https://verdadcap.com/archive/the-bubble-500
"Paying >10x revenue for exciting growth stories is historically one of the worst long-term investment methodologies ever."
Submitted August 11, 2021 at 08:33PM by mightyduck19 https://ift.tt/3xH6gAq
