2021 Week 18

Thoughts on selling, some company news and major re-org of our portfolio

I had just reread No Bull by Michael Steinhardt after 20 years. The thoughts that I had picked up the idea of variant perception from the book had been based on fallacy of my own mind. There is only a small mention of variant perception in the book. It just show how fragile my memory is. This newsletter is really forcing me to “remember” my thoughts.

A …