HIT Investments

Learn. Build, Invest

I use Claude every day in our research process at HIT. I think most Stackers are still leaving performance on the table.

I think the primary difference is not the model. It's the prompt.

A few things I've learned:

Name the exact output you want, not the task. "Look at this" gets you a vague draft. "Write a 3-paragraph competitive analysis on approved or in development cures for recurrent pericarditis" gets me something I can work from.

Set your length and format up front. Don't make it guess.

Turn every "don't" into a "do." Claude reads literally. Tell it what to write, not what to avoid.

State your goal before the task. Who is this for, and what does winning look like.

Learn. Build. Invest.

Sometimes the Best Trade Is Doing Nothing

I've read 1,000's of 10-Ks and 10-Qs and I've tried to read my wife's mood 1,000's of times. One I am getting better at and the other I am stuck.

That bothers me, because it's the same skill: look past the headline, read the footnotes, notice what was said last quarter that isn't being said this one.

I can spot poor management from 40 pages away. I cannot spot that my wife just needs me to listen from point blank range.

When management swaps "challenging" for "volatile" I read it as a warning. My wife swapped "fine" for "fine." I missed the period. The period was the entire disclosure.

Patience costs me real money and relationship pain: it's the same flaw in my portfolio.

My most expensive habit at HIT Capital is rarely picking the wrong stock. It's acting too early. The screener flags a 2x EV/EBITDA, my finger gets itchy, and I trade before the footnotes have finished talking. Action feels like progress. Usually it's just added expenses. There's a name for it, action bias, and it has cost me more than any bad pick ever did.

My wife doesn't file. She reports continuously, the format changes every quarter, and her risk factors are never enumerated. 16 years in, she's still teaching me the one skill the market keeps charging me for:

Sometimes the right move isn't to act. It's to listen, and do nothing.

If there's a position you're itching to jump on, send it over before you pull the trigger. I've made this mistake enough times that we can catch it together. That's what the Stackers Club is for, join now and receive a free portfolio review.

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