Not to be a doink, but pls dont reference me. The original's...

Not to be a doink, but pls dont reference me.

The original's first 75% basically largely verbatim repeated my posts made April-June last year - and largely still represents the core arguments

I offered the comments in public space - so I guess they are free to be taken up by others.

But investment arguments have to evolve with the time and the market.

The large majority of what I said is still valid. But the paper was only ever side trimmings to the catalyst triggers I provided then.

What works in the first wave of a bull move after a 10yr bear is not what works in 2nd wave or in bear phases. Things land very differently depending on sentiment and business structure and market sophistication

Which is what you are all seeing firsthand

There is no substitute for quality however. That was true then and remains true now