thowed Posted February 17, 2022 Share Posted February 17, 2022 Bumping this - struck me that this thread was basically right at the TOP - imagine that many of these 'regrets' might not be as relevant now. Not much to add - just I suppose a reminder that a lot can change in a year. Though that's not to take away that if you bought stuff in March 2020, it was a brave and probably successful move. Link to comment Share on other sites More sharing options...
wabuffo Posted February 17, 2022 Share Posted February 17, 2022 Unfortunately the lesson from March 2020 was to buy the trashiest companies you can because they would rally the most. The shitco's, if you will. Posted in real time (see below)...... Bill Link to comment Share on other sites More sharing options...
Spekulatius Posted February 17, 2022 Share Posted February 17, 2022 The application of the lessons from 2020 does not work well in 2022 so far. Link to comment Share on other sites More sharing options...
wabuffo Posted February 17, 2022 Share Posted February 17, 2022 The application of the lessons from 2020 does not work well in 2022 so far. Its very specific to sudden bursts of deflation as in 2002, 2008 GFC and the 2020 shutdown of the economy. Bill Link to comment Share on other sites More sharing options...
Guest Posted February 18, 2022 Share Posted February 18, 2022 2 hours ago, wabuffo said: Unfortunately the lesson from March 2020 was to buy the trashiest companies you can because they would rally the most. The shitco's, if you will. Posted in real time (see below)...... Bill I listened. And thanks, as always, Bill. Your insights are invaluable. Link to comment Share on other sites More sharing options...
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