Jun. 17 at 8:53 PM
A lot of people say they want to buy great companies on weakness, but when the weakness comes, they suddenly want a perfect setup.
That is not how this works.
When
$BN gets ignored, people say it is too complicated.
When
$OSCR runs, people say they missed it.
When
$SNAP is cheap, people worry about cost cutting and execution.
When
$CAKE keeps climbing, people say restaurants are too cyclical.
There is always a reason not to buy.
The money is made when the reason is already priced in and the business keeps improving anyway.
Are you going to miss out again?
Don’t chase extended moves, wait for levels where risk/reward resets. Rotation, not conviction chasing, is driving this tape.
