Bradford Ferguson(@bradsferguson):If you’re spending your weekends rebalancing, screening for the next thing, trimming winners because a spreadsheet said the position got too big, remember somebody else already narrowed it down to the handful of companies they understand well enough to hold through a 40% drawdown. That’s where the time went. Not into watching 40 tickers.

Bradford Ferguson

@bradsferguson

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参加 June 2009

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Bradford Ferguson@bradsferguson

2026.08.18 23:38

If you’re spending your weekends rebalancing, screening for the next thing, trimming winners because a spreadsheet said the position got too big, remember somebody else already narrowed it down to the handful of companies they understand well enough to hold through a 40% drawdown. That’s where the time went. Not into watching 40 tickers.