Sep 6, 2023Liked by Sophie

great job sophie I use a variant of this quote all the time when I talk about long run investing:

"For instance, if someone had told you in the 1990s the number of cellphones that would be in use in 2023, you might have bought Ericsson and Nokia."

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Sep 7, 2023Liked by Sophie

I enjoy your scientific approach - reminds me of the Alchemy of markets by George Soros. Hope you have read Karl Popper; great books and mental models which Soros used quite a bit.

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