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5 May 2026. Why a great business can still require patience, and why sitting in cash can be the correct action while waiting for a better setup.
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5 May 2026 / Market Notes
Why a great business can still require patience, and why sitting in cash can be the correct action while waiting for a better setup.
Alphabet remains a business worth studying, but quality alone does not remove the need for entry discipline.
The plan is to define what would make the price attractive, what would break the thesis, and how large the position should be before any trade is made.