When I shoot…
… it has to be a dunk.
If I’m not getting a dunk in…
… I’m not shooting.
What are the implications?
Imagine only taking market dunks for multiple decades in a row.
Where do you think that’s going to leave you?
Most of the time, though, one’s not shooting.
That’s because, most of the time, dunk trajectoires are not available.
When one is not shooting, does it become boring?
Only if you let it.
Yeah, just don’t let it.
No action is a good thing.
It saves resources.
Then, when opportunity is available, one might get twenty dunk days in a row.
Things can get so active, that one wants activity to normalize again, if not stop for a while.
Actually, not a challenge.
I’ll tell you what is a challenge…
… for me.
… and travel.
I don’t like this combination.
How do I deal with it?
First up, what don’t I like about it?
Not doing full justice to the trip.
Not doing full justice to the investing opportunity either, as in distracted due diligence.
What do we do here?
Sure, you’ll argue, today one carries one’s terminal where one goes.
Does one also carry one’s zone, you know, the magical frame of mind, from within which one takes magic decisions?
Very probably not.
When one takes an investment decision, is it not better to be in this magical zone?
Therefore, unless the opportunity is just too pressing, such that it makes me open my terminal even during travel, …
…, yeah, my terminal mostly stays shut when I’m on the move, …
…, because then it’s time to do other things. Yayyyyy!