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Archive of entries posted on 7th February 2019

How do you value gains you’ve said NO to? And the amazingly overhyped 5G opportunity

You can’t value what you didn’t buy and didn’t lose on. However much I research, “The Rule” seems to be: + You research 100 opportunities. + You buy ten. + You lose on seven. + Of the remaining three, two do so-so. One does spectacularly — more than making up for the seven you blew. […]