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Farhan's avatar

Don't you think that by following this strategy we need to keep hoping onto stocks which isn't a flavour of the town or lately market has started to like it. Whereas, if execution and earnings of the company is in place then they won't be able to hide it from market for too long.

So the dilemma is which is more preferable,

1. Compounding return on those stocks which are known to market.

2. ATH+ Neglect

Want to pick your brain on the above.

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The Silent Treasury's avatar

Hello there,

Huge Respect for your work!

New here. No readers Yet.

But the work has waited long to be spoken.

Its truths have roots older than this platform.

My Sub-stack Purpose

To seed, build, and nurture timeless, intangible human capitals — such as resilience, trust, evolution, fulfilment, quality, peace, patience, discipline, relationships and conviction — in order to elevate human judgment, deepen relationships, and restore sacred trusteeship and stewardship of long-term firm value across generations.

A refreshing poetic take on our business world and capitalism.

A reflection on why today’s capital architectures—PE, VC, Hedge funds, SPAC, Alt funds, Rollups—mostly fail to build and nuture what time can trust.

Built to Be Left.

A quiet anatomy of extraction, abandonment, and the collapse of stewardship.

"Principal-Agent Risk is not a flaw in the system.

It is the system’s operating principle”

Experience first. Return if it speaks to you.

- The Silent Treasury

https://tinyurl.com/48m97w5e

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