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> Stuff like this is always priced in. But sometimes you truly are the first to know or think about something. Maybe not in this instance, but probably others.
by echelon 3y ago
> Stuff like this is always priced in.
But sometimes you truly are the first to know or think about something. Maybe not in this instance, but probably others. Especially if you read a lot of diverse information on many topics.
Sometimes you just have to be ahead of the mean, too.
I made good money on WFH, GPUs, shipping, oil, and energy by being just a little bit ahead of everyone else.
- Workaccount2 3y agoRight, there is a meta-game at work where you also need to know how many other people are betting on your hypothesis. Sometimes this is somewhat clear, but generally it's impossible to know because of the countless variables that would need to be accounted for.
- kulahan 3y agoBiggest loss for me was reading about Nikola’s “HTML SUPERCOMPUTER” driving their trucks. The easiest short I ever could’ve taken part in. So obvious. So painful. I discovered it as the story broke, but MAN, if I’d read that just a few weeks earlier…