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Post by bb2 on Dec 31, 2023 18:41:52 GMT
What works is to read voraciously, listen and question. That "sell tech" /"DCF" advice ignored the cash on balance sheets, which in a rising rate environment will be a source of income, the debt at low rates, and most importantly, tech is what drives the economy and is where the growth is, usually. My ornery take is that "Wall Street rules" are a CYA source for the industry. People listen to the nonsense though and one can take advantage of that.
There's some useful stuff on biz TV but always remember, it's TV. More efficient/useful to be active and do research and think about things.
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