In the ever-evolving realm of technology and investment, making informed decisions can lead to significant opportunities and outcomes. Recently, I made a strategic move in my portfolio—I sold my shares in INTC (Intel Corporation) and reallocated capital to CCI (Crown Castle International Corp). This decision was driven by my strong belief in the accelerating shift towards cellular internet and the transformative impact it will have on our society.
Exploring the mechanics of capital, the discipline of compounding, and the margin of safety found in a meaningful life.
A periodical by Michael Medeiros