Lesson 2 in my Valuation Series: Turn Guesswork into Confident, Profitable Investing
One thing that's worked wonderfully for me is treating position sizing as an art form - starting small and building up as the investment thesis proves itself. Really adds another dimension to these solid valuation frameworks.
100% agree—mastering position sizing is next-level stuff. Starting small and scaling as the thesis plays out is how pros play the game.
Hey Mike,
Did you continue this series on company valuations? Was a great read!
Appreciate it, Jack! Discipline separates the winners from the rest. Cheers!
One thing that's worked wonderfully for me is treating position sizing as an art form - starting small and building up as the investment thesis proves itself. Really adds another dimension to these solid valuation frameworks.
100% agree—mastering position sizing is next-level stuff. Starting small and scaling as the thesis plays out is how pros play the game.
Hey Mike,
Did you continue this series on company valuations? Was a great read!
Appreciate it, Jack! Discipline separates the winners from the rest. Cheers!