Comparing the Dotcom Crash to Today (with Tom Cowan from TDM)
ACQ2 by Acquired
Market Mindsets: Understanding Investing Dynamics
This chapter contrasts private and public market investing, focusing on emotional discipline and intrinsic value amidst daily price volatility. It draws parallels between the current economic climate and historical events like the dot-com bubble, highlighting the speculative behaviors and valuation absurdities of tech companies. The discussion underscores the importance of long-term investment strategies while examining the perplexities of interest rates and discount rates during market upheavals.
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