Keynote’s market update: AI momentum and rich valuations. Why humility matters now—and how we’re trimming pricey names and rotating toward better value.
“Investing without research is like playing poker and never looking at the cards.” – Peter Lynch
“Opportunity doesn’t come often, so seize it when it does. Opportunity meeting the prepared mind – that’s the game.” – Charles T. Munger
“Games are won by players who focus on the playing field – not by those whose eyes are glued to the scoreboard.” – Warren Buffett
