People miss opportunities right in front of their eyes.
If your horizon is 5-10+ years of investing, would you care who wins Iran US war.
As a good stock picker, you buy good quality businesses at reasonable valuations.
And these days I find valuations very very reasonable in a lot of space. And we’re pouncing on those opportunities.
And we’ve already made big money.
Though that’s not it.
There are much more opportunities.
And we’ll seize these. As much as we can.
5 years down the line, nobody will give a damn to this war.
Just like nobody is giving a damn to Corona global lockdowns, 6 years down the line, now.
That’s what history becomes.