A diary of the thought process behind my investment decisions
May be a bottom for month of August not for this year.
I am a regular reader of yours for a while. I believe that you can successfully speculate in this or any market. I cant recall that even once you admitted that there is nothing more to it than speculation and the rest is just fraud, manipulation, ponzification.
I try to buy businesses for what I believe to be good prices at times when people are pessimistic. Maybe I am fooling myself but this is what I believe.
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