This Time Is Different

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Margin of safety, objective ignorance, uncertainty
Eric Bjorndahl
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Notes to self
Eric Bjorndahl
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And its impact on cash flows and valuations
Eric Bjorndahl
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In 2021, my portfolio returned 21.16% and the S&P 500 index returned 28.71%. Cash holdings averaged 60.75% for the year. Personal Performance vs. S&P…
Eric Bjorndahl
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Callum Roberts, author and marine conservation biologist, describes shifting baselines as: …intergenerational changes in how we perceive our world. Each…
Eric Bjorndahl
An increasingly prevalent model for growth, especially in the tech / startup world, is: Spend (and lose) a lot of money to buy users Monopolize the…
Eric Bjorndahl
The Hang Seng Tech index in Hong Kong has declined 40% in the past six months. This is greater than the S&P 500 drawdown of 32% in March 2020, when fear…
Eric Bjorndahl
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Cash and "market timing"
Eric Bjorndahl
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This Time Is Different

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