I want to own a part of a business, not have some "diversified portfolio" of a bunch of random shit. So I decided to buy a great strong business that is using automated trucks, that generates good strong healthy cash flow and earnings, and isn't some dogshit company.
The company could be doing some financial 'engineering' in its accounts. Or it could be at the peak of a cycle now. Or its board could do some weird acquisition or divestiture. Or the threat of tariffs could return to the market. It's not that simple.
