
Andrew Cunningham
3.3K posts

Andrew Cunningham
@Andrew3032
BA Baylor University, MBA Texas Tech University, Chartered Financial Analyst (CFA), Chartered Market Technician (CMT), Chartered Financial Consultant (ChFC)






Why would you ever sell anything? We are living through the fastest acceleration of technology in all of human history. The financial system is being rebuilt on crypto rails: agentic identity, robotic identity, human identity, all of it moving onchain. And yet people are still trying to time it. Selling because someone somewhere thinks the liquidity cycle might soften for a bit is bananas. You don't time a technology adoption cycle. You accumulate through it. Every drawdown is a chance to own more of the base layer of the next economy. The one job is to stay in. @BittelJulien and I got into all of this on The Journey Man. As ever, please enjoy!





The PRICE of an asset is simply the solution to marginal supply and demand. All of the below are estimates of "Value" and create a catalyst only when the cash flows internal to the company create external cash flows that change marginal supply and demand, e.g. dividends or buybacks






It always makes me laugh when naive US leftists talk about "free healthcare" in Denmark. You pay a 60% top income tax rate and then 25% VAT when you want to buy anything. You can barely afford anything and then wait four months for a specialist appointment. Nothing is free.






















