Missing the Oppty of a Lifetime (Patreon)

Haseeb had a very humble post that I found very interesting. It inspired me to write this today...

"In investing, often the most painful regrets are the opportunities we miss, not the investments that we lose. I scour the earth for alpha so I do not miss. "IA 2025

His humility aligns with broader lessons on rethinking and learning from mistakes, as discussed in a 2022 Substack post on Adam Grant’s Think Again, emphasizing the value of "confident humility" and a scientific mindset in recognizing one’s fallibility to foster growth.

I will share my thoughts w 2 assets:

ASSET #1: I was alone when I saw Solana - first YouTuber to describe it as perfectly structured to win the L1 Battle. Nobody cared. Then FTX happened and SOL fell to $8. I was the laughingstock of everyone on YouTube. Ben Cowen particularly enjoyed it as he was proud of his 3 massive ADA staking pools and always trolled me on X saying "ADA>SOL". I will never forget that, but it as a painful time. I never lost resolve and you all know how I doubled down at $8 while everyone capitulated.

I had models that saw Solana’s potential success - I IMAGINED IT - from a combination of technical prowess, a resilient and culturally vibrant community, best devs, best breadth of dApps, best UX, best Scale, close to best decentralization esp considering it was brand new as well as the strategic vision of the leaders. Models like the Crypto Compendium and SCP Profiler pegged it early. I never lost resolve. I was right but I went thru hell and public mockery! I had been thru this before with the likes of Google, Netflix, AMZN etc in the past so I knew the data did not lie

FFWD TO TODAY

ASSET #2: It is Tesla. Once again I am in the middle of a perfect storm of the most Hated Asset. My portfolio is only 22% TESLA despite stacking since 2017. But my focus is balancing risk and reward and nowhere can I find a better safer bet out there. Tesla does that LOW LEVEL OPTIMIZATION that all others miss. 

And yes - I am again the laughingstock in the MOST HATED ASSETS as usual. Where I have been uncovering life changing Alpha for over a qtr of a century. I know this stock is going to $2000 and everytime it is CHEAP I get as much as I can.

"Remember, if everyone loves a stock odds are it is fairly priced. I do not like fairly prices assets. Therefore I like to play in the most Hated Assets" - IA 2023

I will continue to do me.. as it works for me, and I will continue to be open and transparent in all I do. I am sorry that Elon and Tesla are being attacked globally (Bar China where he is a hero) but I have never seen an oppty like this. The world is truly broken. I will not fight the broken world but I will continue to go down my path.... and somehow try get to 50% TSLA allocation - although I am very very far away at 22%. I will also snipe alpha along the way... eg TTD yesterday.... and rem

My goals are not yours... you do you, I will do me and you will see my every move every step of the way.

Stay well my friends.

PS getting close on Rotation :D