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Christian Reshoeft
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Why do I own individual stocks?Thesis: 1. The digitalization of our world has just begun.2. This megatrend will continue for at least another decade. 3. If you enjoy spending your
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(Thread) Why do I own individual stocks?Thesis:1. The digitalization of our world is 10% complete. 2. This megatrend will continue for at least another decade.3. If you enjoy spending your
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$SHOP $SQ $TWTR going fully remote, and $FB $GOOG iterating towards a more remote workforce is going to change the landscape significantly. In the long term, this movement is going
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(Thread) Why do I own individual stocks?Thesis:1. The digitalization of our world is 10% complete. 2. This megatrend will continue for at least another decade.3. If you enjoy spending your
Read more