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Ram Parameswaran of Octahedron Capital on China, No-Brainer Investments, and the Markets (EP.164)
Panic with Friends - Howard Lindzon
Do You Know When the Stocks Will Work?
We never know when these stalks will work. And today, hober is not working. So if you take a one ear view or a two ear view, just remember, i cannot look only at moment. I right know we're doing quite well, but ive got a look at, what do i build into my portfolio to day to make money on a prospective 12 to 18 months as as a professional money manager? This is not about making money in the moment and then selling it and inetiing some profits. It's about, what portfolio do i have to day that has is performing well, but then will continue the performe?"
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