moonbag
@pdmplp
it’s so over / we are so back
ID: 1358385061415051264
07-02-2021 12:00:33
3,3K Tweet
155 Followers
401 Following
Boring_Business Investing isn’t about being right on the narrative. It’s about being right on positioning and timing. Everyone knew e-commerce and cloud would dominate. That wasn’t the edge. The edge was understanding that price already reflected that belief. When expectations are perfect,