1/ Some thoughts on recent results in the stock market. If you are an investor (as opposed to a speculator) remember that you are buying partial stakes in *businesses.* Would you be comfortable owning the business for years to come if there were no stock price?
🧵 It's every investor's dream to make a 10-bagger (a stock that goes up tenfold), or even a 100-bagger (a stock that goes up 100x).

In this thread we will learn you how to identify multibaggers together with 104 (!) concrete examples.

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The economy is trash.

Stocks are jumping off a cliff.

Tech is being annihilated.

However, one industry is booming by 116%.

Here's an overview of the most under-appreciated and unheard-of part of the American economy.

Oh yeah, and they can also exceed FAANG returns.

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I’ve talked to a bunch of Founders over the last 6 months about how to operate through an extended downturn.

The punchline: it will be hard, but acting swiftly is going to be the difference between whether or not you survive.

Here’s the framework I am using at my company:

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