The preemptive checklist approach is smart here. Laying out your specific signals before earnings drops helps you avoid confirmation bias when the numbers hit. I've noticed most investors get caught rewriting their thesis live durin reports instead of sticking to predetermined breakpoints. The distinction between what confirms vs breaks each position is particularly useful for Vitec given the AI coding narrative mess.
Happy you liked the approach, and thanks for reading and commenting. To be honest, quite excited about the valuation of Vitec where it stands today. It is ultra-high quality compounder caught in a negative narrative ("vibe coding will kill it" - which I believe to be false) and temporary headwinds.
The preemptive checklist approach is smart here. Laying out your specific signals before earnings drops helps you avoid confirmation bias when the numbers hit. I've noticed most investors get caught rewriting their thesis live durin reports instead of sticking to predetermined breakpoints. The distinction between what confirms vs breaks each position is particularly useful for Vitec given the AI coding narrative mess.
Happy you liked the approach, and thanks for reading and commenting. To be honest, quite excited about the valuation of Vitec where it stands today. It is ultra-high quality compounder caught in a negative narrative ("vibe coding will kill it" - which I believe to be false) and temporary headwinds.