I’m on mobile today, so have to link via Twitter, here it is: https://twitter.com/donaldpond...

I really enjoyed this chat with Dave. We spoke a lot about valuations and stop losses (we use the same approach exactly, which was interesting). I have to say, valuations are starting to worry me, but history shows that markets can go much higher than you think. Between September 98 and March 2000, the Nasdaq increased 4 fold, whereas the latest run up hasn’t seen it double yet, and arguably Covid has been good for tech stocks.

I’m forming some theories which I may use in an article...more work to do.

Hope you enjoy and keep the feedback coming!

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