There has been a lack of write up or sharing since end March 2021.
Maybe it was the packed 1st quarter I had – Reviewing companies, writing posts, the rise and fall of market during the same period of time, the significant high number of collaborations here and there during the 1st quarter, as well as my full time job.
I have been feeling a bit of market fatigue since end Mar 21 – the end of 1st quarter. Basically, I am just not able to generate enough passion/energy to follow and update of the market.
At times, I felt I should be investing ALL MY EXCESS CASH and then wait till a few months or even a year, and then go back to look at the market.
This is because I know the companies I have are amazing.
I have also been reducing and consolidating my holdings – trying to just hold onto my highest conviction companies....