Guys! Be safe

Jagannathan J
12-10

I could see multiple places with phrases like Bubble 

But I don't completely buy into bubble 

Like back in 2000 we don't even got a computer or internet everything was a story over our head 

But today each one of us uses 3 devices on average everyday 

I personally believe ChatGPT help to orchestrate information very well this is on the positive side

On the negative side

Like Michael burry mentions - money goes in loop between Nvidia oracle and other no real revenue s

And his concerns over depreciation 

Howard marks recent letter spark to concern 


*********

But at the end of the day it is something beyond our control 

We can't fit market int valuation multiple beyond a point 

We are at the mercy of capitalism 

One thing we have to accept if big institutions willing to crash yes 👍 we will no option

Be prepared

Prepare your allocation

Cash flows 

Shortlist opportunities 

Empires are built during bad times 

Be cautious and safe 

Cut down leverage 

No penny stocks meme stocks 

No 100 PE stocks 

Be careful let's meet again !

Have a blast

Halle Christmas 

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