Jul
9
“I’ve had times where I spent 30 hours reading everything, only to get to valuation with cluttered thinking and become frustrated. At that point I never buy. It should be a screaming buy, otherwise I’ll just hold cash. With H&R Block, it was a screaming buy, I just didn’t recognize it because I spent 40 hours in one weekend and had muddled thinking. Never again.”
On the Simplicity of Thought « The ST Report
