Quarterly earnings.
While many are obsessed over the after-hour price moves after earnings are being reported, and trying to figure out why is the stock price up or down, and why so little or so much.
Instead all that we are choose to focus is going through the financials, and reading the earnings call transcripts, and making sure that the investment thesis of the companies that we own are still intact, and tracking their progress.
There is something truly zen about being business-focused investors than to be price-focused investors.
This is because we know what is the ultimate North Star and driver of our long-term returns from owning the businesses that can keep growing revenues, profits and cash flows for a very long time.
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