Mark


[“We will belittle you”, La Défense]

It suddenly occurred to me that when stocks go up or down on their underlying company’s earnings performance hits the mark as set by the average of analysts’ predictions, those average predictions are the real target. So … the secondary or tertiary derivative of actual strength has now become the real thing ..?
Or should we invest in analysis of core strength the opposite way; the way of true organisational resilience that will result in better, richer even, performance over a much longer time horizon..?

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Maverisk / Étoiles du Nord