Wait and See

“The big money is not in the buying or the selling, but in the waiting.”

Charlie Munger

We have 29 days till the election — 29 days till the market either implodes or spikes up.

What will you do?

I don’t know about you but I’ll be doing the same thing I’ve always done.

That is do nothing, and wait.

Thanks if you got to here:

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This was a wide-ranging discussion touching on portfolio construction, tech sector valuation and individual stock ideas including Agora ($API), Fastly ($FSLY), Taiwan Semi ($TSM) and XP ($XP).