🔥Long Arch Capital Group, Long The Cloud☁ Long Brazil🇧🇷

8 min read. Plus, how to know when to take profits.

Quote of the day

We make our money when situations go from very bad to just bad.

-Some investor. I can’t remember who😕

Today, some companies are in dire situations (travel, energy, restaurants). And some companies are in less dire situations (technology & healthcare).

Money can be made in both instances when the outcomes aren’t as bad as expected.

This post is for paying subscribers