Vibe alone until you are valued
Joined May 2022
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𝗧𝗛𝗘 𝗘𝗖𝗢𝗡𝗢𝗠𝗜𝗖𝗦 𝗢𝗙 𝗠𝗔𝗥𝗞𝗘𝗧 𝗗𝗢𝗠𝗜𝗡𝗔𝗡𝗖𝗘: 𝗪𝗛𝗬 𝗗𝗨𝗢𝗣𝗢𝗟𝗜𝗘𝗦 𝗖𝗔𝗡 𝗖𝗥𝗘𝗔𝗧𝗘 𝗠𝗢𝗥𝗘 𝗪𝗘𝗔𝗟𝗧𝗛 𝗧𝗛𝗔𝗡 𝗙𝗔𝗦𝗧-𝗚𝗥𝗢𝗪𝗜𝗡𝗚 𝗜𝗡𝗗𝗨𝗦𝗧𝗥𝗜𝗘𝗦
A rapidly growing industry attracts investors.
Does it necessarily create better businesses?
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industry where competition continuously erodes profitability.
Remember:
𝗜𝗡𝗗𝗨𝗦𝗧𝗥𝗬 𝗚𝗥𝗢𝗪𝗧𝗛 𝗖𝗥𝗘𝗔𝗧𝗘𝗦 𝗢𝗣𝗣𝗢𝗥𝗧𝗨𝗡𝗜𝗧𝗜𝗘𝗦. 𝗖𝗢𝗠𝗣𝗘𝗧𝗜𝗧𝗜𝗩𝗘 𝗔𝗗𝗩𝗔𝗡𝗧𝗔𝗚𝗘 𝗖𝗥𝗘𝗔𝗧𝗘𝗦 𝗦𝗛𝗔𝗥𝗘𝗛𝗢𝗟𝗗𝗘𝗥 𝗪𝗘𝗔𝗟𝗧𝗛.
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𝗔 𝗤𝗨𝗘𝗦𝗧𝗜𝗢𝗡 𝗙𝗢𝗥 𝗜𝗡𝗩𝗘𝗦𝗧𝗢𝗥𝗦:
Would you prefer owning a business in a 20% growth industry with intense competition, or a dominant player in a mature industry generating 20–25% ROIC with strong free cash flow?
@StockCompounder
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