Time for a Scorecard📊and thesis📑updates for purchases done in Feb/Mar 2020. Last review done in late April. How far things have come since then.😯

Not taking any drastic actions, other than few sells in fully valued, slower growth Co.'s.

Excellent list of "Investing Don'ts" by @NovelInvestor👏 Some solid advice for long-term investors in individual

The List

1⃣ Do not make hasty, emotional decisions about buying and selling stocks.

2⃣ If you are convinced that a company has dynamic growth prospects, do not sell it because it looks temporarily too high.

3⃣ Do not fall in love with stocks to the point where you can no longer be objective in your appraisal of them…

4⃣ Do not concern yourself as much with the market in general as with the outlook for individual stocks…

5⃣ Forget about stock market “tips.”

6⃣ Remember that stocks always look worst at the bottom of a bear mkt (when an air of gloom prevails) and always look best at the top of a Bull mkt (when everybody is optimistic).

7⃣Remember that you’ll seldom if ever buy stocks right at the bottom or sell them right at the top.

8⃣ Do not buy stocks as you might store merchandise on sale (Don't buy stuff you don't like or meet your objectives)…

9⃣ Remember that the public is generally wrong (during periods of over-enthusiasm or over-pessimism)…

"Poor Charlie’s Almanack" about Charlie Munger is a phenomenal book that should be read by all investors at least once. Excellent summary of that book by @allenxcheng👏

cc: @dmuthuk @Gautam__Baid

Thread below with my fav

Topics in the article ⬇️

Key points ⬇️

Mental Models suggested ⬇️

On Constant learning ⬇️

Ben Graham's "The Intelligent Investor" is a horrible book if you're using it purely for the quant formulas in today's Markets, but probably THE BEST BOOK if you're interested in learning about the core investing concepts, and eternal truths about the Markets & its participants.

Below are few of my fav quotes organized by topic.

1⃣ Discipline

2⃣ Investing vs Speculation

3⃣ Mr. Market

4⃣ Bear Markets

Alright. I've got that out of my system. Happy Thanksgiving and back to work here with a Early Black Friday pallet cleansing mega thread with a Cornucopia of thoughts on 2021. First, precious metals aren't dead. Yes, Bitcoin is stealing gold's thunder as a... /1

...currency alternative but it's not going away as a dollar hedge though I see Bitcoin likely to outperform gold in 2021. That said, gold could be up over 50% by the end of next year as Yellen and Powell (Jack and Jill) are climbing the stimulus hills. Meanwhile.. /2

...silver really should kill it next year. Solar is heating up, not just with Biden's win, but globally, & with pent up demand unleashed as lockdowns either relax or get tossed aside via polite revolts. Industry is going to boom and with globalists back in business so are... /3

...green energy and rare earth metals. Yeah, looking at you $MP on rare earths and - dare I say it - $AG and miners might have their year come summer of 2021. Specs are going to sniff that out in January so look for December tea leaves on the metals. No shame in buying $SLV... /4

....but I really like playing options for it. Speaking of lockdowns, no I promised to behave, I think the by-product of lockdowns ending is that the torturous path of a decade plus of "deflation" (in name only really) dies in a supernova heat death of feels good man spending. /5

1) 💜 THE EVENT 2020 - THE 1221 MULTIDIMENSIONAL STARGATE 💜
PLEIADIAN LIGHT FORCES TRANSMISSIONS - 12182020
CHANNELED BY MICHAEL LOVE
A SPECIAL MESSAGE TO THE STARSEEDS OF NEW EARTH, FOR IMMEDIATE PLANETARY BROADCAST…
PRELUDE:
THE FOLLOWING INFORMATION IS DERIVED FROM DIRECT,

2) DECODED ETHERIC TRANSMISSIONS FROM BENEVOLENT LIGHT FORCES DOCKED IN EARTH’S SOLAR SYSTEM AND SOME OF THE DATA COMES DIRECTLY FROM CERTAIN INSIDE EARTH ALLIANCE MEMBERS KNOWN AS THE WHITE HATS, AND THE GREAT WHITE BROTHERHOOD STRATEGICALLY PLACED IN KEY POSITIONS OF POWER BY

3) THE GALACTICS ON THE SURFACE OF PLANET EARTH!
THE DATA HEREIN IS RECEIVED AND TRANSMITTED FROM THE 5D LEVEL! THIS MESSAGE IS INTENDED ONLY FOR THE STARSEEDS OF EARTH!
GREAT ONES,
WE HAVE SPOKEN OF THE EVENT 2020 THIS ENTIRE EARTH YEAR AS ALL PLEIADIAN AND EARTH ALLIANCE INTEL

4) SHOWS INDEED THAT A MAJOR COSMIC EVENT IS GOING TO OCCUR IN ONLY 3 EARTH DAYS FROM NOW!
ON DECEMBER 21, 2020, A MAGNIFICENT CELESTIAL STARGATE WILL OPEN IN THE HEAVENS WHICH MARKS THE DAWN OF THE NEW GOLDEN AGE OF AQUARIUS AND THE 1ST DAY OF THE SATYUGA OF CENTRAL SUNLIGHT!

5) IN THE MORNING HOURS OF THE WINTER SOLSTICE, THE LONG-AWAITED NEW ERA OF LIGHT WILL FINALLY DAWN AND THE NEW 5D EARTH WILL BE BORN!
THE COSMIC GATES WILL BE FULLY OPENED ON 12/21/20 ALLOWING POWERFUL STREAMS OF COSMIC LIGHT TO ENTER EARTH'S ATMOSPHERE, UPGRADING ALL SENTIENT

🚨🚨🚨 ANNOUNCEMENT 🚨🚨🚨

@AyannaPressley Unveils Historic Federal Job Guarantee

The resolution draws on historical Civil Rights leaders like Coretta Scott King & economists like Sadie Alexander, & is supported by a wide coalition including @policylink, @NatlJobsForAll, @thepublicmoney, @SEIU, @sunrisemvmt, @CPDAction, @ACREcampaigns, @ourmoneyus, @NelpNews

“It’s time to establish a legal right to a job for all people in America. For years, we have legislated hate, harm & injustice ... It’s long past time to pursue bold, intentional policies that affirm equity & recognize the dignity & humanity of all people.”

"A federal job guarantee is an important investment in the American people, our communities, & an equitable economy that works for all. It affirms the right to meaningful, dignified work & a living wage."

"I’m proud to build upon & honor the legacy & work of generations of Black women Civil Rights leaders by introducing this historic resolution.”

The problem with (and for) #SiliconValley is their lack of #entrepreneurship. Yes, really: they're bad at being entrepreneurs, at providing the entrepreneurial function in the economy. To put it differently, they are technology driven in their profit-seeking but not consumer

driven. The difference is monumental both for the economy and the companies, and this is why they're failing. No, failing doesn't mean they are necessarily losing money, but that their profits are short-term and that they are undermining their own market positions. The business

they are in is not sustainable. This goes way beyond the selling of eyeballs, which is the focus of Facebook, Twitter, Google, and others. As it's often said, if you are not the paying for the product you *are* the product. Facebook is selling you, and your future purchases, to

their advertisers. The service the company provides is to lure you in, keep you busy, and make sure you don't leave while they feed you ads and collect data on who you are. It's the same with Google's search, maps, etc. But my point is not this, but that the focus by these

technology companies, more broadly, is unentrepreneurial--that they have lost sight of the consumer and, therefore, the real value they facilitate. They're not entrepreneurial. This, in turn, explains their behavior in everything from attempting to steer, direct, if not censor