Mar 13, 2022Liked by Leverage Point

I greatly appreciate the reassessment of your approach. There are (likely) many high growth investors who say they are sticking with a saas only 10 max stock approach. Though many times, things aren’t truly different, the European dynamics on top of COVID are different. It’s probably wonderful to be wealthy enough to wait for the market to shift back up, whenever that is. But if one doesn’t account for the present, are they thoughtful, or anchoring? All the research in the world on how dynamic a growth company is cannot overcome the reality that is.

I’ll be thinking more on what I’m doing; your post encourages me to be more neutral and less wedded to what might happen, and look more clearly at what is happening.

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