The Eurasian Century

The Eurasian Century

Share this post

The Eurasian Century
The Eurasian Century
A Portfolio For Uncertain Times
Copy link
Facebook
Email
Notes
More
Cyclical Value Investing

A Portfolio For Uncertain Times

Chinese Tech Growth Stock or Doom Mongering? Why Not Both?

Cyclical Value Investing's avatar
Cyclical Value Investing
Sep 21, 2023
∙ Paid
8

Share this post

The Eurasian Century
The Eurasian Century
A Portfolio For Uncertain Times
Copy link
Facebook
Email
Notes
More
4
Share

Missing Money

In investing, a lot of money lost is in what you miss.

It can be missing a risk or a change in an industry causing stock losses.

But more often than not, it is not buying something. Not buying Microsoft in 1995. Not buying Amazon or Apple in 2002. Not investing in oil and energy in 2020.

Another one I suspect will be added to this record is …

Keep reading with a 7-day free trial

Subscribe to The Eurasian Century to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2025 Jonathan Schramm
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share

Copy link
Facebook
Email
Notes
More