☕️ Staying informed is important, but profits come when you separate the noise from what truly matters

Good morning! 👋 

Last Friday, Keith wrote to you about what he calls a “digital detox,” and it struck a chord, particularly as it applies to successful investing. 

So three guesses what he’s doing today and the first two don’t count? 

Exactly! 

Taking a little time to detox ahead of a conference in Las Vegas this weekend and the Dallas MoneyMasters a week from now. We’ve also got the OBA April Issue coming up, which is packed full of great stuff but definitely takes a lot of coffee, brainpower and time to put together.  

So, Noriko and I have sent him out of the office today for some throttle time to clear his brain.  

This leaves me to my own devices, so I thought I’d share something about my own investing journey. 

One important thing that I’ve learnt from Keith, as I’m sure you all have as well, is that as an investor (especially a younger or newer one), you feel like you have to pay constant attention to everything... all the news, all the opinions, all the data points.  

Sure, staying informed is important.  

But the real key is learning to separate the noise and hype from what truly matters and what will move you toward your goals. 

Keith regularly says, “The best investments are often the ones you don’t feel the need to constantly check on.”  

And the more I experience the markets, the more I see the wisdom in that. 

A perfect example of this for me is Palantir.  

There are endless debates about its valuation, PE ratios, constant headlines about AI hype and rumours of insider selling. 

The truth is the markets are always going to be noisy.  

There will always be headlines designed to make you feel like you need to do something right this second. And honestly, I can’t think of a single day that isn’t like that to some degree. 

Successful investing often comes down to cutting through the noise, trusting your process, and sticking to your strategy with patience and discipline. It’s about making decisions based on sound principles, not short-term panic or hype. 

So, while Keith is out there with Dr. Ducati to recharge, I thought this was the perfect time to share this little reminder.  

If you’re feeling overwhelmed by the constant flow of information, maybe it’s time to take a step back, focus on the big picture, and make sure you’re investing, not just reacting. 

It's made a huge impact on me and I am a better, more confident investor for it. 

Anyway, for our bottom line today, I’ll leave you with another ‘Keithism’. 

Bottom Line 

Buying great companies never goes out of style, particularly if you know how to buy the best, ignore the rest and use tactics that control risk every step of the way. 

As always, let’s MAKE it a great day. 

You got this – I promise!  

Have a wonderful weekend. 

Hayley E (Analyst) 😃