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No Limit With Luke and Krzysztof - Episode 12
No limit episode 12 features Luke’s explanation of his investing framework with Nvidia as a test case that will save you hundreds of future headaches.
We go back to the poker table to poke and prod at the meaning of “priced to perfection” and what to do when one of your stocks is feeling frothy — do you keep betting or do you fold the hand? Krzysztof meanwhile goes to some other kind of casino on the edge of town, where there are no high rollers but only old grizzled hucksters — can there be investing profit made on the fringes? Yes, if you can find reliable sources for who’s who at the…
The skinny
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