Linde: Looking For A Better Entry Point Despite Highly Attractive Fundamentals (NASDAQ:LIN)

For almost a decade, I held research analyst positions in various investment firms, mostly in Toronto. In the summer of 2021, I left the city and moved into a yurt I built in the boreal forest, approximately 100km away from the closest paved road or grocery store.Self-sufficiency does not exist, as I replaced my dependency on grocery stores and utility providers with natural ecosystems and, ultimately, with God. Knowing that I am able to fulfill my basic needs even when alone in the woods allowed me to replace with love the feeling of anxiety I had in the city. I decided to change myself instead of waiting for the world to change. In the process, my previous self died, and I am now living a second life. I often have flashbacks from my previous life in the city. It feels like it was just a dream.Despite significant changes in my personal life over the last few years, my love for markets is greater than ever before. I deeply understand the importance of timing when it comes to maximizing the impact of my actions.My life is a call option, and I am willing to face elevated volatility to maximize its value. It is what I have purposely done by going to Toronto, and then to the woods. The volatility I have encountered in my personal life during the pandemic has been one of the most precious gifts I have received, and the payoff has been life-changing. The capacity of a healthy human being to adapt has almost no limit.I now understand that my journey is spiritual in nature. For this reason, comparing my investment returns to those of other people or indices is self-defeating. My self-evaluation process is based on my former self, and nothing else. My goal is to grow as a human being, to make mistakes, and to learn from them. It is difficult for me to learn from the mistakes of others, as I need direct experience to internalize a lesson.Writing has always been essential to my research process, and I now want to share it with the world. If I get something right, tell yourself that I got lucky. I do not recommend anything to anyone, and if you read what I write too seriously, you may end up alone in the woods, so be careful.”Do not store up for yourselves treasures on earth, where moth and rust destroy, and where thieves break in and steal. But store up for yourselves treasures in heaven, where moth and rust do not destroy, and where thieves do not break in and steal. For where your treasure is, there your heart will be also.” Matthew 6:19”Look at the birds. They don’t plant or harvest or store food in barns, for your heavenly Father feeds them. And aren’t you far more valuable to him than they are?” Matthew 6:26”For what does it profit a man if he gains the whole world and loses his own soul? Or what will a man give in exchange for his soul?” Mark 8:36“I went to the woods because I wished to live deliberately, to front only the essential facts of life, and see if I could not learn what it had to teach, and not, when I came to die, discover that I had not lived. I wanted to live deep and suck out all the marrow of life, to live so sturdily and Spartan-like as to put to rout all that was not life, to cut a broad swath and shave close, to drive life into a corner, and reduce it to its lowest terms.” Henry David Thoreau

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