When in doubt, read the business again and revisit your thesis notes (checklist in my case)

More from Intrinsic Compounding
Sequent will teach many people about what Hyperbolic Discounting and Myopic Loss aversion means. 2 Mental models which an equity investor has to understand about. No other way. Disc: invested, not a reco
Having multiple facilities accredited with certifications from the best authorities from globe is a hidden moat in itself... 10-20% pop and then retracement should not shake confidence... Business focus and longevity should build conviction
— Harinder S Nanda (@harindersnanda) July 14, 2021
\U0001f436\U0001f431\U0001f434\U0001f42e\U0001f437\U0001f411@unseenvalue @soicfinance
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