Many people always want to invest in companies that can change the world, but I have to say—this idea is quite risky.
The logic of investing is actually very simple: find businesses that can generate consistent profits. What makes a good business? High margins, ample cash flow, and a strong moat—just these few dimensions.
Looking at those companies that claim to change the world? Their business models are often vague, their fundraising burns money like a bottomless pit, and they face fierce competition. Such companies are really not good investments.
To put it simply, obsessing over whether a company "changes the world" isn't very meaningful. The only truly important criterion is: do you really understand this business? If you don't understand it, steer clear; if you do, then take action. Choosing the right track is more important than saving the world.
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GreenCandleCollector
· 01-07 03:50
Companies that fantasize about changing the world mostly die on the road of fundraising and burning cash.
Reality is, understanding how to make money is what really matters.
Honestly, high gross profit and cash flow are the hard truths; everything else is nonsense.
Changing the world? First, get your accounts straight.
I'm just surprised why some people are always fooled by the talk of "changing the world."
A deep moat and stable profits—that's a good business. The rest are just stories.
Many people can't tell the difference between investing and dreaming.
A confused business model still dares to raise funds and burn cash—what are they thinking?
Ultimately, comprehension is the core competitive advantage in investing.
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OnlyOnMainnet
· 01-07 03:45
I think this guy is spot on. I've seen too many projects that constantly claim they will change the world, but most of them are just schemes to cut the leeks.
Understanding cash flow and the moat is more valuable than pretending to be a savior; otherwise, after losing everything, you won't even be able to save yourself.
Honestly, if you don't understand something, just don't touch it. This is the deepest lesson I've learned from being in the crypto space for so long.
Changing the world? Get your money steady first before bragging, haha.
Running in the right track, analyzing fundamentals, running models—just these, don't be fooled by stories.
It's basically the fundamental law of investing. Those big hype coins are all虚假的, cash flow is the real king.
The principles are simple but true. Unfortunately, most people just can't accept it.
This article hit me hard. I was previously trapped because I believed in a project's vision, but now I focus on fundamentals.
No doubt about it, I pick projects based on this logic, and my success rate has indeed increased significantly.
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SchrodingerWallet
· 01-07 03:44
You're absolutely right. Those funding maniacs will eventually cool off.
If you don't understand, don't invest blindly. That's the real truth.
Moats are the real indicator; just shouting slogans is useless.
Cash flow is king; leave dreams to those who dream.
A vague business model = a trap; take a detour.
In familiar sectors, harvest the leeks; in unfamiliar sectors, get harvested.
Change the world? First, change your account.
Burning money is a bottomless pit; my wallet refuses.
High gross profit is true love; everything else is just clouds.
With so many competitors, why should they choose you?
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OfflineNewbie
· 01-07 03:33
You're right, how many people have been fooled by this "changing the world" narrative
Cash flow is the real daddy, everything else is nonsense
Understanding the core of this business is the most important, don't blindly follow the trend
A shallow moat just means gambling, I'm not that stupid
The logic of making money is so straightforward, why are so many people still wanting to invest in a Musk
If you don't understand a project, I advise you not to touch it; only after losing blood will you regret
Really, one sentence to summarize—cash flow > story, understand?
I've seen too many funding-and-burning models, and the ending is always the same
Fools with money can lose everything no matter what they invest in, that's my investment philosophy
High-margin moats are the real indicator, how much are dreams worth
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0xSherlock
· 01-07 03:28
That's so true. The rhetoric about changing the world is just a cover for scamming people.
Damn, these fundraising maniacs are all good at storytelling.
Cash flow is king; everything else is虚的.
If you don't understand, don't touch it. That's the real deal.
Constantly claiming to change the world is less practical than making steady money.
A deep moat is the real hard truth.
Many people always want to invest in companies that can change the world, but I have to say—this idea is quite risky.
The logic of investing is actually very simple: find businesses that can generate consistent profits. What makes a good business? High margins, ample cash flow, and a strong moat—just these few dimensions.
Looking at those companies that claim to change the world? Their business models are often vague, their fundraising burns money like a bottomless pit, and they face fierce competition. Such companies are really not good investments.
To put it simply, obsessing over whether a company "changes the world" isn't very meaningful. The only truly important criterion is: do you really understand this business? If you don't understand it, steer clear; if you do, then take action. Choosing the right track is more important than saving the world.