An Article to Re-read - "Charlie Silk's 150-Bagger"
"Call Charlie a lucky man for stumbling onto Cook Data Service, but luck didn't make him a millionaire."
"Call Charlie a lucky man for stumbling onto Cook Data Service, but luck didn't make him a millionaire."
You make the most money by having a 1–3-year variant view on a business and buying the stock before the business turns up, inflects, or accelerates.
Work every day to make your name, your word, your handshake, your counsel, worth more than the day before. Reputation means influence.
As readers of our newsletter, we would like to give you a quick update on our community.
Some of the best investing opportunities I’ve found are when a microcap company has a problem or series of problems that seem insurmountable but there’s a sensible plan in place to solve them.
Active Patience means knowing what you are looking for and doing nothing until you find it.
“The most important part of our thesis is recruiting the right board.”
There’s only one reason to buy a stock, but there are infinite reasons to sell a stock.
Alpha is generated by being a little different in a disciplined and thoughtful way.