Not financial, investment, or tax advice. This is written as a note to myself, my own notes that I want to remember for the future.

That being said, here are my thoughts on investing.

If you’re going to invest in what you believe in.

Invest in something so big that, even if it goes up 10x, 20x, or 30x in the short term (1 to 3 years), you have a belief – a conviction about the world and how this technology or team or project that you still aren’t going to want to sell.

Because selling on the short term means you’re no longer part of the game. You’re no longer playing a role on the team, you’re no longer

If something’s working and gaining traction, why would you sell to realize meagre gains?

Downsides of selling include having to pay capital gains and then your stocks don’t get to compound over time.

Someone whose opinion and analytical mind I hold in high regard is Cathie Wood.

However, her firm seems to trade A LOT. She certainly has a conviction about the future, but I can’t understand why she sells companies that are so often doing very well for her portfolio.

Its like, she believes in them, but wants to exit the game when its still half time.

Don’t quit before halftime

When you’re up:

If you’re playing basketball and your team is up 30 to zero before halftime, you’re not going to quit halfway through the game are you? You’re not going to put your benchwarmers in the game and take your starters out completely, are you? You’re not just going to sit there and let your competitors come back, are you?

If you feel the need to “exit the

When you’re down:

its likely that the rest of the world just doesn’t realize the value of the company yet.

When you’re up when you’re down it doesn’t matter you’re playing this gameBecause you have a conviction about the investment that you may you know something or you believe something to be true about the future so you decided to invest in that project or that team or that person leading that publicly traded company whatever it may be.

Imaging you are up a lot on your investment.

Let’s say doubled or tripled it and it’s only been a few months.

How tempted will you be to sell and take profits and exit the game?

Did you invest with conviction. Did you invest in something that you believe in, or are you just here to make gains and then take your money off the table?

The irony is that if you actually are interested in making 20X, 30X, 100X even 1000 X returns one day will need to bet on companies that you care about.

You must focus and care more about the future of the product and the impact it will have in the world than you do about the money.

There is a mental shift that happens when to actually remove your possible financial upside from the decision to buy or sell at any given time. It needs to not be a monetary or financial decision. When you invest in emerging technologies your investing for that 30 year time horizon into the future that you believe will be impacted by this technology.

And while doing so you’re going to be following along joining the team that’s actually building the project and indirectlyYoure Then a part of that team. And when you’re part of a team you want to quit on your team at half time. What are the stocks going up or down or sideways it’s not doing much if you believe in the future of that asset and you have conviction about the future of that project you’re going to hold it because you want to see that technology change the world. And so when you do this what you might start to see happen is that you actually do make 100,000 X gains or returns even though you’re not focused on that. Because when you’re not focused on the money or the return on investment and you’re more focused on the customers that the project and the business serves and the change that the project in business will bring to the world do you have a noble vision and everything else follow suit. If you’re invested in a business that is legitimately going to change the world and going to improve peoples lives and help them solve problems in a new way and you focus on that and nothing else you can forget all about the money because those thousand X returns are going to come regardless and you can take it as a given and you can take it for granted and you don’t even have to think about money anymore because your focus on something much more impactful important exciting and fine your focus on making a positive change in the world and using technology to solve peoples problems and make their lives better.

Seek Under-appreciated and Unknown ideas

I want to find investments that have the potential to be extremely valuable in the future. By definition, that means they must be extremely unappreciated at present day, even unknown and ignored by regular folk.

This allows the growth investor to acquire large stakes in the company at a low cost.

Investments in emerging technology come with risk. There is no guarantee the market / public will respond favorably to these investments.

What ideas, companies, tools or products are only a small minority of the smartest people in the world aware of?

There isn’t a large community of support for people that are not in the inner circle of knowledgeable experts.

The tools (if any) that are available are difficult to use, and don’t allow your average person to use the technologies in their day to day life.

The tools have the opportunity to be improved, but the technology is NOT currently easy to use for the mainstream public. The internet was this way before no-code web development tools like WordPress. Coding with AI is that way today in 2026… but it will get easier, just like WordPress made launching a website very easy.

As of November 2021, Web3 is very much in this “unknown” category. Although your average user familiar with a computer can likely figure out things like buying Ethereum on Coinbase, other areas of blockchain and Web3 are very much fringe and unknown to them.

Metamask is clunky and difficult to use. The average person isn’t going to get onto Metamask to browse the decentralized internet just because they’re curious. No. Most people are focused on their jobs, their family, managing their traditional investment portfolios, etc. They don’t have the time of the energy to try and figure out Web3.