Get the excitement to long all the cash rich big cap techs but this is the sort of market I’d consider cashing in my chips to redeploy. They’ve done their jobs admirably at outperforming for years and have held up alright. Licking my lips at some of the stuff that’s been killed
Yeah I get that vibe but in times of severe dislocation it can go out the window. Munger & all are really smart but their thoughts are one perception of reality and reality changes and can be shaped to some extent how we want it to be shaped.
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High quality outperforms in early part of downturn (Ie now) then underperforms as lower quality rips off the bottom (which is to say, I agree w you Liz)pic.twitter.com/2hAqpTQe9L
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