RosannaInvests
Nov 8, 12:09 AM
A backlog isn't cash. A low forward P/E isn't protection if the estimates fall. And crypto adoption doesn't prevent liquidity shocks or forced selling.
Another leg down is possible. So is a longer consolidation. I can remain constructive without dismissing either.
The goal isn't to own everything that fell. It's to own businesses that can fund and execute their plans, at valuations that leave room for disappointment.
Buy in stages. Keep leverage from dictating the exit. Leave room to add and room to be wrong.
I don't need the exact low. I need the thesis to survive scrutiny and the position size to survive volatility.
Meanwhile, digital-credit preferreds such as
$SATA $SATS $STRC offer another way to approach the thesis: income, with issuer risk and terms that matter.
Conviction without complacency. 😎
More research: https://hydrawealthadvisors.com/research/
Not FA. DYOR.
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