Be hard to kill

Be hard to kill:

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Be hard to kill.

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Hard to extinguish.

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Hard to destroy.

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It’s the same for companies just as it is for people.

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When money is cheap and free, anyone can thrive.

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Anyone can survive.

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Anyone can figure it out.

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When market conditions change, and money is tight, then you find out who the real winners are.

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Anyone can take out debt at 0% interest rates and look like they’re doing well.

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What happens when rates change and you’re not producing cash?

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If your costs, including debt, are higher than your revenue, you’re screwed.

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Royally screwed.

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You could survive in that environment for the last 15 years when money was cheap and easy.

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Most people did.

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A monkey could make money the last 15 years.

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A lot of people won’t in the next cycle.

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Bankruptcies are already as high as 08.

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People can’t afford their debt.

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Wait till you see it in real estate.

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Specifically commercial.

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If you think the bank crisis in March 2023 was bad, we haven’t seen anything yet.

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But, companies that produce cash will survive.

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Especially those with no debt.

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Combine that with a community that never stops buying, a cause that feels existential to the future of our planet and a company led by a fantastic CEO who’s built multi-billion dollar businesses, and that sounds like a good investment.

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Gamestop is that company.

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They released their Q3 earnings and have cut their costs by 96% year over year, while keeping the same revenue.

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No debt.

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War chest of cash.

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Increasing support from a global group of shareholders who have directly registered their shares.

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They will survive the coming financial apocalypse.

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Not many companies will.

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Look for those that do, wait for them to get cheap, buy and wait.

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The coming decade will be brutal.

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But it will also be filled with opportunity.

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Specifically investment opportunities.

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I know where I’m allocating my money.

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Gold, commodities and companies that can’t die like Gamestop ;).

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Be hard to kill.