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I've been looking at the world through $100 plus oil prices and an erratic political system. Everything is going to whipsaw it seems for the foreseeable future. Oddly enough the one sector I have conviction in is pharmaceuticals/ medical companies usually and currently very volatile. But people are going to need medicine regardless of the economy. I think oil's impact on this sector from a look-through perspective is going to be a lot less. I'm invested in simple stuff. Dry eye disease... Very exciting! HROW I think it's generally de-risked at this point. Still carrying quite a bit of debt but on the insurance teet. As much screen time as people are getting today and tomorrow dried disease continues to grow. Not to mention the baby boomers. But back to methodology... Definitely feeling like sitting this one out! But I know that the real deals are here and if I can keep my head straight I can benefit from it in an outsized way.

u/Seth · 2026-03-24T09:33:34.195Z