I always say this but I must clarify that I’m not really a finance guy. I barely know how to read balance sheets, I have zero clue how to analyze a debt stack hierarchy, I’m purely picking stocks based on how good/important the engineering is. All this stuff about margins, TAM, or whatever doesn’t really matter to me if you’re just like doing magic. 🪄 magic always wins! Don’t get caught up in the details too much, you don’t need to know a lot of accounting to recognize Google search and Netflix were good products lol.
