issues
The regression from strong performance, especially in growth names, is observable in past and present members of the Top 100 list. 82/130 of the names underperformed both the S&P 500 and Nasdaq. To make matters worse, 50 of the 130 names — which tracks bo…
My name is Noah. I'm 21 and this is my personal digest for Business As Usual, where I'll share frequent links/thoughts/two cents alongside longer-form content I write on Substack.About a year ago, I was writing a newsletter that broke down the holdings of Rob…