Anybody remember the days of petty squabbling on HC - MNS vs KNL over their Tanzanian graphite? What a waste of time that turned out to be. Buy both and hold - who would have guessed? EGR of course now riding the big waves, and MNS finally coming out for its day in the sun. And Tanzania nowhere to be seen…
My take on it is, despite the DYOR mantra, which I do subscribe to, sometimes there is just too much to process. How is retail really expected to know the ins and outs of battery chemistry (or graphite)?! And at the end of the day, ‘Betta’ may still end up losing to ‘VHS’ anyway…
What I do know is that the gamble feels less risky when you follow the money, and right now that is pretty easy to see. In a way I envy those buying right now because you didn’t have to sit through the years of trial and error to get here. I don’t want to say timing is everything, but it is pretty damn close…
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