Crisis rewards prepared operators. You give me two companies with the same balance sheet and moat where only one has a CEO who saw this freight train coming and stocked up on ammo while the other was still signing ESG brochures? I’ll take the paranoid bastard every time.
The tariffs are like a stress test. A crucible. Watch what breaks. Then go shopping in the rubble.
Crisis rewards prepared operators. You give me two companies with the same balance sheet and moat where only one has a CEO who saw this freight train coming and stocked up on ammo while the other was still signing ESG brochures? I’ll take the paranoid bastard every time.
The tariffs are like a stress test. A crucible. Watch what breaks. Then go shopping in the rubble.
Agreed. Also the "paranoid bastard" will go shopping too and expand market share