I like the way you broke this down. Itās easy to get caught up in bullish narratives and miss the discipline side of it ā taking setup, defining risk, and being intentional about whether you actually need to be in a position.
I explore that same idea at After the Close ā focusing on process, patience, and letting the market confirm before you act. If you ever feel like comparing notes on the process side of trading, Iād be glad to hear your thoughts. No obligation, just discussion.
You nailed the definition of moat source. There is a lot of value in this segment trapped behind litigation risks. This past Friday, we saw a new push toward resolving or containing this issue. Thanks for the comment!
I like the way you broke this down. Itās easy to get caught up in bullish narratives and miss the discipline side of it ā taking setup, defining risk, and being intentional about whether you actually need to be in a position.
I explore that same idea at After the Close ā focusing on process, patience, and letting the market confirm before you act. If you ever feel like comparing notes on the process side of trading, Iād be glad to hear your thoughts. No obligation, just discussion.
You nailed the definition of moat source. There is a lot of value in this segment trapped behind litigation risks. This past Friday, we saw a new push toward resolving or containing this issue. Thanks for the comment!