Do It Again and Again

Do It Again and Again

June 5, 2021

Do it again and again:

 

It’s easy to do it once.

 

It’s easy to nail a shot in one NBA finals.

 

It’s easy to hit a putt at one golf major.

 

It’s easy to invest in one company that becomes a billion dollars.

 

But can you do it again?

 

Can you get back to the same place another time and do it all over again?

 

That’s greatness.

 

Consistency over long periods of time producing results at the peak of your field.

 

It’s easy to do it once.

 

Track records are made over decades.

 

Year to year don’t matter.

 

A monkey can make money in a bull market.

 

Especially in todays bull market since Covid.

 

The US Federal Reserve has just endlessly backed the stock market so of course some companies are 10xing.

 

This market makes no sense.

 

The seasoned investors know this.

 

Buffet, Munger, Dalio, Druckenmiller, Marks, Grantham, Schiller and others know.

 

Asset prices are nuts.

 

What has happened in history when asset prices are nuts?

 

It pops.

 

Things lose 90% of their value in a few years.

 

That’s life.

 

That’s the history of markets going back hundreds of years.

 

It’s easy to call that.

 

Just listen to the best and steal their ideas.

 

Knowing the stock market is a bubble is easy.

 

Calling what brings it all down is a whole other story.

 

That’s history.

 

That’s seeing something the world didn’t see before it happened.

 

How?

 

How did this guy see it while the best people around the world can’t foresee this when it’s literally their job?

 

Good question.

 

Listen to the best and steal their ideas.

 

Then understand how the world has changed in the last decade.

 

Social media didn’t exist during the last market crash.

 

Covid didn’t exist during the last great crash in 2008.

 

Most people don’t read across disciplines and understand how the stock market works.

 

Hedge funds committed fraud, which they’ve been caught doing for decades, to bankrupt retail businesses so they destroy them while making all the money.

 

They take away jobs.

 

They take away healthcare from people.

 

They take away careers from people.

 

All illegally.

 

Then the Internet found out.

 

Specifically Keith Gill, aka DeepFuckingValue, Michael Burry and Reddit.

 

DFV is a hero.

 

He’s a messiah and will hopefully go down in history as the one who brought it all down.

 

Then January 2021 happened.

 

Gamestop went to ~$500 and then market markers stopped allowing buying.

 

So the Internet kept doing research realizing the whole system is fraudulent.

 

Citadel is a complete fraud. They’re the biggest market maker on Wall Street.

 

They create money out of thin air by creating fake shares.

 

They’ve been doing this for years while their boss makes billions of dollars.

 

He buys art for $100 million because he can’t spend money fast enough.

 

You know how much impact $100 million could make for people around the world? 


A lot.

 

These guys don’t get it.

 

Congratulations on making billions of dollars.

 

If your family hates you, you don’t have friends to share experiences with and you’re always on edge because you’re constantly chasing money, you’re doing a bad job.

 

Life is about impact and legacy.

 

I’m glad it’s all coming down.

 

I’m happy rich people are losing money.

 

They deserve it, because the crazy thing is, they’ll still be rich after this.

 

Meanwhile millions of people around the world are going to make more money than they’ve ever seen in their life that they can use in positive ways.

 

The world needs that.


***

 

Congratulations on seeing that dude, but that’s not enough.

 

Now can you do it for 10 years?

 

Can you prove all the crazy ideas in your head are not so crazy?

 

Who knows.

 

I can’t promise I’m going to be the best investor of this generation or continue producing content that predicts the future.

 

What I can promise you is it won’t be for lack of trying.

 

I’m ready to do it again and again.


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Anish Kaushal

Hey there. I'm an Indo-British Canadian doctor turned healthcare venture capitalist. I read, write and obsess over sports in my spare time. Lover of Reggaeton music, podcasts and Oreo Mcflurries.
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Do It Again and Again

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Jun 5, 2021
Greatness, calling a market crash and consistency

Do it again and again:

 

It’s easy to do it once.

 

It’s easy to nail a shot in one NBA finals.

 

It’s easy to hit a putt at one golf major.

 

It’s easy to invest in one company that becomes a billion dollars.

 

But can you do it again?

 

Can you get back to the same place another time and do it all over again?

 

That’s greatness.

 

Consistency over long periods of time producing results at the peak of your field.

 

It’s easy to do it once.

 

Track records are made over decades.

 

Year to year don’t matter.

 

A monkey can make money in a bull market.

 

Especially in todays bull market since Covid.

 

The US Federal Reserve has just endlessly backed the stock market so of course some companies are 10xing.

 

This market makes no sense.

 

The seasoned investors know this.

 

Buffet, Munger, Dalio, Druckenmiller, Marks, Grantham, Schiller and others know.

 

Asset prices are nuts.

 

What has happened in history when asset prices are nuts?

 

It pops.

 

Things lose 90% of their value in a few years.

 

That’s life.

 

That’s the history of markets going back hundreds of years.

 

It’s easy to call that.

 

Just listen to the best and steal their ideas.

 

Knowing the stock market is a bubble is easy.

 

Calling what brings it all down is a whole other story.

 

That’s history.

 

That’s seeing something the world didn’t see before it happened.

 

How?

 

How did this guy see it while the best people around the world can’t foresee this when it’s literally their job?

 

Good question.

 

Listen to the best and steal their ideas.

 

Then understand how the world has changed in the last decade.

 

Social media didn’t exist during the last market crash.

 

Covid didn’t exist during the last great crash in 2008.

 

Most people don’t read across disciplines and understand how the stock market works.

 

Hedge funds committed fraud, which they’ve been caught doing for decades, to bankrupt retail businesses so they destroy them while making all the money.

 

They take away jobs.

 

They take away healthcare from people.

 

They take away careers from people.

 

All illegally.

 

Then the Internet found out.

 

Specifically Keith Gill, aka DeepFuckingValue, Michael Burry and Reddit.

 

DFV is a hero.

 

He’s a messiah and will hopefully go down in history as the one who brought it all down.

 

Then January 2021 happened.

 

Gamestop went to ~$500 and then market markers stopped allowing buying.

 

So the Internet kept doing research realizing the whole system is fraudulent.

 

Citadel is a complete fraud. They’re the biggest market maker on Wall Street.

 

They create money out of thin air by creating fake shares.

 

They’ve been doing this for years while their boss makes billions of dollars.

 

He buys art for $100 million because he can’t spend money fast enough.

 

You know how much impact $100 million could make for people around the world? 


A lot.

 

These guys don’t get it.

 

Congratulations on making billions of dollars.

 

If your family hates you, you don’t have friends to share experiences with and you’re always on edge because you’re constantly chasing money, you’re doing a bad job.

 

Life is about impact and legacy.

 

I’m glad it’s all coming down.

 

I’m happy rich people are losing money.

 

They deserve it, because the crazy thing is, they’ll still be rich after this.

 

Meanwhile millions of people around the world are going to make more money than they’ve ever seen in their life that they can use in positive ways.

 

The world needs that.


***

 

Congratulations on seeing that dude, but that’s not enough.

 

Now can you do it for 10 years?

 

Can you prove all the crazy ideas in your head are not so crazy?

 

Who knows.

 

I can’t promise I’m going to be the best investor of this generation or continue producing content that predicts the future.

 

What I can promise you is it won’t be for lack of trying.

 

I’m ready to do it again and again.