The deepest edges in investing aren’t about seeing what others don’t — they’re about being prepared when others panic. Contrarianism only works if the homework’s already done. Most people don’t buy the dip — they buy the drama. The real move is knowing what you wanted before the price dropped. Been writing more about this mindset lately — especially how to stay clear-headed when markets get noisy. If that resonates, feel free to check out my page. Always love connecting with like-minded thinkers.
For day trading I routinely like to BTFD when price has fallen 3/+ standard deviations below VWAP. There is always a mean reversion trade back to VWAP or higher. 🤑
Great to see you on here Aswath! One of the truly remarkable minds when it comes to valuations. We have watched all your lectures on YouTube, thanks for continuing to build a community on other platforms. We would love if you could take a look at our newsletter.
Our mission is to democratize M&A, empowering small and family-owned businesses to thrive in an ever-changing world.
Would absolutely love your thoughts on the newsletter, let us know how we can improve :)
With every swing missed, you become a long time investor, the downside is with every miss your beliefs and cold analysis become more biased with disbelief and the capacity to extract technical correlations form the broad data is diminished.
Great analysis. I don't think pltr goes below 80 again...but time will tell. They really are a special ai company
The deepest edges in investing aren’t about seeing what others don’t — they’re about being prepared when others panic. Contrarianism only works if the homework’s already done. Most people don’t buy the dip — they buy the drama. The real move is knowing what you wanted before the price dropped. Been writing more about this mindset lately — especially how to stay clear-headed when markets get noisy. If that resonates, feel free to check out my page. Always love connecting with like-minded thinkers.
"Be greedyful when the others are fearful"
For day trading I routinely like to BTFD when price has fallen 3/+ standard deviations below VWAP. There is always a mean reversion trade back to VWAP or higher. 🤑
Very insightful!
Thank you!
Great to see you on here Aswath! One of the truly remarkable minds when it comes to valuations. We have watched all your lectures on YouTube, thanks for continuing to build a community on other platforms. We would love if you could take a look at our newsletter.
Our mission is to democratize M&A, empowering small and family-owned businesses to thrive in an ever-changing world.
Would absolutely love your thoughts on the newsletter, let us know how we can improve :)
https://open.substack.com/pub/mergex/p/lvmh-gives-football-wings?r=5jchmz&utm_medium=ios
As always an Artpiece!
Only one month free:
https://substack.com/home/post/p-170327975/comment/142945551?utm_source=share&utm_medium=android&r=5jv7ch
With every swing missed, you become a long time investor, the downside is with every miss your beliefs and cold analysis become more biased with disbelief and the capacity to extract technical correlations form the broad data is diminished.
This guy went sooo deep, why.!