2023 was a year of...relief! Kurt Vonnegut once correctly pondered: "The truth is, we know so little about life, we don’t really know what the good news is and what the bad news is." While 2022 was humbling and bewildering at times for many of my portfolio companies, in hindsight it was one of those moments I needed to just stay calm, keep buying some of the best businesses in the world, and hope the world would not fall apart soon! Given hopefully multiple decades of life ahead of me, it matters a lot less how 2022 or 2023 went; what matters much more is what lies ahead.
A little late getting to this, but I’m glad I did! It’s truly awesome to see your hard work paying dividends for you AND your subscribers. Congrats 🥂.
Great point you made about Buffet and Munger re: the longevity of their intellectual engagement. It’s so obvious to see that is a major part of what made them so successful, yet, we probably overlook the simple fact too often.
A little late getting to this, but I’m glad I did! It’s truly awesome to see your hard work paying dividends for you AND your subscribers. Congrats 🥂.
Great point you made about Buffet and Munger re: the longevity of their intellectual engagement. It’s so obvious to see that is a major part of what made them so successful, yet, we probably overlook the simple fact too often.
Wishing you a successful and happy 2024.
Thanks for reading and appreciate the support. Best wishes for you too.