The Company Kept Winning. I Started Questioning The Moat.
Hesai keeps winning customers and growing shipments, but falling margins and rising rivals like RoboSense have me questioning whether it captures the value.
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June Didn’t Change My Portfolio. It Changed How I Look At It.
June was my worst month of the year. So I stopped tracking 25 stocks and started tracking 4 themes instead. Turns out I’m better at finding good companies than deciding how much of the portfolio each one deserves.