Nov 21, 2022·edited Nov 21, 2022Liked by Maverick Equity Research
Thank you, semis look indeed overcooked ... nice run ... in some ways like Energy ... we had it very good lately, time to think about risk/downside ... investing and especially trading is about risk management, not chasing dreams & fantasy ... like way too many other propose out there
Interesting presentation. Also, the movement of US rates from today, with China story in the background, supports your thesis.
Thank you, semis look indeed overcooked ... nice run ... in some ways like Energy ... we had it very good lately, time to think about risk/downside ... investing and especially trading is about risk management, not chasing dreams & fantasy ... like way too many other propose out there
Quality insights with a perfect balance between visuals and text. Love the format!
semiconductors a great investing theme long-term ... valuation is key though when one buys ... very interesting take