29 Forbes articles in September. Nike. GameStop. Micron. McDonald’s. Meta. Wendy’s. Anthropic. Different companies. Same question: What changed beneath the headline—and what has the market still failed to price? My September Insights.

I’m only here for the comments. 🤦🏻

The most expensive mistakes in investing are often psychological. Investors will defend a losing position long after the facts have changed. Not because the evidence isn’t there, but because admitting they’re wrong is harder than losing money. The market doesn’t care about your ego. I wrote about this in Forbes. Still one of the most important lessons in investing. forbes.com/sites/jimosman/20…

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Good morning. Markets have a remarkable way of making people confident when they should be cautious and fearful when they should be curious. The crowd rarely questions a rising price. It questions everything when the price falls. Yet the business may not have changed at all. That’s where the opportunity begins.

Fund inflows matter more than headlines.

Robotics stocks are getting serious attention.

Hype can disappear faster than expected.

Risk disclosures aren't predictions of disaster.

Fear today, FOMO again tomorrow.

Valuation matters more than previous highs.

BTC, ETH, SOL. Keeping it simple.

Execution matters more than funding announcements.

Workers may face a difficult transition.

Earnings growth matters more than predictions.

Small position, but worth watching closely.

AI investment is reshaping workforce priorities.

AI demand doesn't guarantee sustainable profits.

Building infrastructure isn't building a business.

Depends on valuation after the listing.

Patience matters more than perfect timing.