โ๐ฆ๐๐ผ๐ฐ๐ธ ๐บ๐ฎ๐ฟ๐ธ๐ฒ๐๐ ๐๐ฟ๐ ๐๐ผ ๐ฐ๐ฎ๐๐๐ฒ ๐ฎ๐ ๐บ๐๐ฐ๐ต ๐ฝ๐ฎ๐ถ๐ป ๐๐ผ ๐ฎ๐ ๐บ๐ฎ๐ป๐ ๐ฝ๐ฒ๐ผ๐ฝ๐น๐ฒ ๐ฎ๐ ๐ฝ๐ผ๐๐๐ถ๐ฏ๐น๐ฒ.โ ๐
If that quote doesnโt resonate with you after last weekโs tech rout, then I donโt know where youโve been!
It comes from a brilliant new book Iโve just finished: โ๐ง๐ต๐ฒ ๐ฆ๐๐ฐ๐ฐ๐ฒ๐๐๐ณ๐๐น ๐ง๐ฒ๐ฐ๐ต๐ป๐ผ๐น๐ผ๐ด๐ ๐๐ป๐๐ฒ๐๐๐ผ๐ฟ.โ
Iโve read a lot of financial literature, but this one stands out. Itโs concise, witty, and incredibly dense with actionable insights. The author, William de Gale of BlueBox Asset Management Global Technology Fund, strips away the hype and focuses on the true value being delivered to the shareholder.
He outlines 10 rules that challenge the status quo. My favorite?
โ ๐ง๐ต๐ฒ ๐ ๐๐๐ต: Buy tech companies with explosive growth.
โ ๐๐ถ๐ ๐ฅ๐ฒ๐๐ฝ๐ผ๐ป๐๐ฒ: โPlease donโt.โ (He dedicates a whole chapter to why this destroys wealth).
He admits his suggestions wonโt help you pick the biggest winner every year. Instead, his goal is to keep you out of the biggest losers and help you build a portfolio that outperforms over time.
๐๐ฉ๐ฆ ๐๐ถ๐ค๐ค๐ฆ๐ด๐ด๐ง๐ถ๐ญ ๐๐ฆ๐ค๐ฉ๐ฏ๐ฐ๐ญ๐ฐ๐จ๐บ ๐๐ฏ๐ท๐ฆ๐ด๐ต๐ฐ๐ณ: ๐ด๐ถ๐จ๐จ๐ฆ๐ด๐ต๐ช๐ฐ๐ฏ๐ด ๐ง๐ณ๐ฐ๐ฎ ๐ข ๐ญ๐ฆ๐ข๐ฅ๐ช๐ฏ๐จ ๐ง๐ถ๐ฏ๐ฅ ๐ฎ๐ข๐ฏ๐ข๐จ๐ฆ๐ณ (to give it itโs full title) is not a tome, but what it lacks in quantity it more than makes up for in quality. I found myself gaining real insights on nearly every page. Itโs a book Iโll be keeping on my desk to double-check my thinking.
๐๐ป๐ฑ, ๐ฑ๐ผ๐ปโ๐ ๐บ๐ถ๐๐ ๐๐ต๐ฒ ๐ฐ๐ต๐ฎ๐ป๐ฐ๐ฒ ๐๐ผ ๐ต๐ฒ๐ฎ๐ฟ ๐ณ๐ฟ๐ผ๐บ ๐๐ต๐ฒ ๐บ๐ฎ๐ป ๐ต๐ถ๐บ๐๐ฒ๐น๐ณ.
I am hosting an exclusive webinar with the author in 48 hours (this Friday, 2pm - 2:45pm UKT). We will discuss many topics, including his book, its relevance to today, AI, recent tech volatility, the SaaSpocalypse, and more. We will also take audience Q&A.
