I have to apologize for starting that thread about Crowdstrike’s ridiculously low goals. The German Cyber Security Authority approval was real news about the business. The IL-4 approval was real news about the business. Crowd’s silly goals, was just that, silly, and we shouldn’t have wasted nearly thirty posts on it. It was my fault for starting it, and my fault for continuing it. I am sorry. That’s just the kind of obsessing over details, that have nothing to do with the real business, that we should be avoiding.
Saul
140 Likes
On the other hand, an occasional post to remind of the usefulness of mathematics can he precious.
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That’s very big of you, Saul, but I have to disagree.
Part of the allure of your board is that you often disclose your thinking not only of WHAT you do, but WHY you it. If participants didn’t want to know the why, there would be much less interest - or disagreement - in what you’ve said.
Your self-enforced responsibility for divulging much of your thought on investing in specific companies is more than most could juggle, and it’s only fair that your insistence that when we disagree, each of us do so without emotion, should apply to those who disagree with you as well.
I think you’ve earned it, many times over. And if we occasionally disagree, we know it’s okay. Next topic.
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You are the man Saul, and even a bigger man now. Not easy to say what you just said. I really admire what it takes to do what you’ve done over the years, and to come on here now and make this post is a great example of leadership.
Thanks for showing the way.
TMB
22 Likes
Part of the allure of your board of your board is that you often disclose your thinking not only of WHAT you do, but WHY you it.
For me, that is THE allure.
I don’t know any other investor who is as transparent, or who has the ability to so clearly explain his position.
And WILL explain his position.
Saul is a role model who sets a very high bar.
Thank you Saul. You have helped me become a better investor, and improve my financial position.
ralph
45 Likes