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May 2, 2022·edited May 2, 2022Liked by Frederik Gieschen

It was great to read how diverse the opinions of even the most successful minds in investing were at that time - it just puts everything into perspective, especially when one is again tempted to throw all humbleness overboard and try to predict the next turn of the market.

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Hi Frederik,

I just wanted to mention that I link your piece here in this:

https://www.libertyrpf.com/p/272-shopify-vs-amazon-logistics-microsoft

Cheers! 💚 🥃

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Excellent piece Frederik.

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Very nice discussion of how a market crash restores diversity of opinion, and with it, market stability and coherence.

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