The Most Critical Lessons You've Learned as an Investor Over the Past 20 Years

You have evolved a lot over the past 20 21 years of being an investor in public markets. You were looking to buy dollars for 50 cents and sell when the stocks actually became overvalued. Now you've shifted focus to now trying to find those long-term compounders with long runways. Even if the stock looks a bit like price you're like a little bit overvalued at this point  you want to keep holding on to those kind of compounders till the story or till the business remains good.