The Importance of Bottoms Up Investing

I read every investing book that was out there from 93 to maybe 96, 94 to 90. I understood this whole philosophy of bottoms up investing fundamental like Peter Lynch for example literally used to say look what is happening around you. With hardly any net worth built a few hundred thousand dollar portfolio which I which was through business school and then the dot-com bubble bust happened and I got wiped out. The internet has had multiple false starts there was a cycle in 2007 the cycle in e-commerce in 2011 12 there was another cycle in 15 16 so we are just entering another bubble on certain sectors within within the Indian internet but at the same time you have other sectors that are blowing up. If