Bryce
👤 SpeakerAppearances Over Time
Podcast Appearances
Share one.
So I guess the setup for people who haven't been following this journey as closely as I have is at the start of the year, you sold everything to get the structures right.
You put a whole bunch of your money into your mortgage and then redrew it as an investment loan to get the tax benefit of that.
And then as part of that process, you wanted to build a lot of rigor around your individual stocks that you were investing in.
And as part of that, you were going to write a thesis card for every stock.
And so I said, well, let's turn this into content.
And you said, give me three months.
And here we are.
It's taken a lot of thinking.
Yes, here we are.
So I'm going to go through just one example today because it applies to all of the stocks.
Yeah, well, you want to drip feed this out so we can really stretch the content.
We've got many years of content ahead of us.
I guess how I use these is every reporting earnings season,
is where I review what I've written down and then use that as a way to continuously build on the thesis or use it as a way to say, hey, my thesis is broken or perhaps this is a watch.
And we should just say thesis is the reason that you buy a stock and you want to keep checking why you buy it and if that still holds.
So, which stock are we going to talk about today?
I'm going to do Intuitive Surgical.
Okay.
The ticker is ISRG.