On Inflecting Trends…
January 26 2023 - 1:54PM
ValueWalk
As a long-time inflection investor, I’ve learned that many themes
simply do not inflect. There are multiple causes for this; often
tied to a bad thesis, or a bad set of assumptions. Sometimes, it’s
simply bad luck as some other macro trend supersedes my trend. Even
when I get it wrong, there is often still […]
https://www.valuewalk.com/on-inflecting-trends/
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From Sep 2023 to Sep 2024