I think there are some tenuous arguments comparing A2 with unrelated investment domains being expressed here. Firstly, my knowledge of Forex would suggest that those dealing in currencies are extremely skilled on TA techniques and discipline. They recognise that they do not hold all the keys to know where a currency is going. If the trend ends they exit. Contrast this to the Couta A2 approach. Couta is happy to discuss support levels, and trading patterns from the previous year. However, when the trend goes against him he then switches to a long term FA mode.
"This company has an incredible growth record. It has been down and bounced back in the past etc etc."
Neither an FA or a TA approach is 'wrong' when dealing with A2. But Couta changes his strategy to fit the belief of where he wants A2 to go. Whereas in my view, if you have a strategy, FA, TA or a combination, you have to trust and respect the independent data inputs that drive that strategy and act on those. IOW you have to be dispassionate and change your mind on A2 if the input parameters that helped form your original view change. Being passionate is generally a good thing, but not with investing as it will lead you down a tunnel of confirmation bias where you only have ears for those who agree with you.
You say many investors concentrate on one share or are very selective and narrow in their property investments. But this is generally because they have widely researched other shares and properties in that investment space and they have a deep understanding of how a market works. IOW their selective investment is the end product of driving down a much wider investment road. A2 is very dependent on the Chinese market. But how much do NZ based investors know about the rather strange interplay between regional and communist party central governments. The changes in sales tax rules that have come in over recent years. The very different characteristics of the coastal Chinese cities and those inland. The difference between the southern Mandarin speaking provinces and the northern Cantonese speaking ones.
What is the interplay between the Daigu distribution channels and the in store distribution channels. OK I admit to being an FA mutt and to traders this kind of thing might not matter. But I expect I know more about these things than 90% of the posters on here, simply because there is so little discussion on these matters on this thread. But do I class myself as an expert on A2? No. But I do know enough to know that I don't know enough. I am working to close my knowledge gap when I get the time. But right now, I don't think I know enough to invest in A2 myself. And I think there is a substantial cohort of A2 investors that are 'investing on the fly' without the background knowledge they need to properly mitigate their investment risk.
If you are running your own company then the investment rules change. You haven't built up your position in the world via an investment forum. The fact that you have got where you are to date means you already have good industry knowledge and experience and you are probably leveraging on your hard earned practical skills and qualifications. Couta has declared a background in healthcare/ elderly care and I have great respect for his insight son those topics. But does he have a diploma on investing in primary products? Has he been in food retailing or distribution? Judging from his posts, I would guess the answer to those questions is 'no'. If food is your new passion, I would suggest the best way to start is by having humble pie for breakfast. That way you can stack the odds on any big(ger) bets you might want to take later on in your investment career.
Scrunch, that has to be the worst paragraph you have ever written on sharetrader. Granted that is not much of a criticisim because overall your contributions are very well thought out and of a high standard. But to suggest that mega dollars are available from day trading that would blow ordinary investors away? I think you are underplaying the risks in a reckless way. Even the real T/A gurus on here have very sad stories day trading shares. Can you name one day trader who has survived for more than one stock market cycle, ever in the whole history of investing?
In what circumstances can holding 90% of your wealth in one share be a good idea? I can think of one. If you have founded a company, floated it on the share market and are currently actively engaged in running it then I can see how you might find yourself in this position. But that would be a case of circumstance. To have 90% of your wealth in one investment in which you are not intimately engaged on a day to day basis would suggest to me you are on the road to bankruptcy.
SNOOPY