Matteo Stracciari @maratteo: "⭐️ 𝐈𝐦𝐚𝐠𝐢𝐧𝐚𝐭𝐢𝐨𝐧 𝐢𝐬 𝐭𝐡𝐞 𝐨𝐧𝐞..."

Italy

⭐️ 𝐈𝐦𝐚𝐠𝐢𝐧𝐚𝐭𝐢𝐨𝐧 𝐢𝐬 𝐭𝐡𝐞 𝐨𝐧𝐞 𝐬𝐤𝐢𝐥𝐥 𝐧𝐨𝐛𝐨𝐝𝐲 𝐭𝐞𝐚𝐜𝐡𝐞𝐬 𝐲𝐨𝐮 𝐚𝐛𝐨𝐮𝐭 𝐦𝐨𝐧𝐞𝐲 Hello copiers and followers, I hope you’re having a nice weekend. Weekends are usually the moment when things slow down a bit. Markets are closed, screens are quieter, and there’s room to think while taking it easy, maybe sitting in the sun or stepping away from charts for a moment. I often find this is when the most useful reflections come up. We talk a lot about investing in terms of technique. Charts, fundamentals, macro data, valuations. All important, of course. These are things you can study, measure, test. They’re also the kind of skills most educational systems are comfortable teaching, because they fit a clear structure and a clear outcome. Schools are designed to prepare people to function in society, to become competent workers, to operate within existing systems. There’s nothing wrong with that. But there’s one thing they almost never train, because it doesn’t serve that purpose very well. 𝐈𝐦𝐚𝐠𝐢𝐧𝐚𝐭𝐢𝐨𝐧. Not imagination as fantasy or wishful thinking, but imagination as a practical skill. The ability to actually picture how the world might look in 1, 3, or 5 years. To visualise how people could live differently, what services might become normal, what problems they’ll be willing to pay to solve before most people even notice them. This matters enormously in investing. When you invest long term, you’re not buying what the world looks like today. You’re buying what you believe it could look like tomorrow. That’s exactly what we’ve seen with companies like $NVDA (NVIDIA Corporation), which spent years building toward a future that many underestimated and is now clearly living inside that vision. The same kind of thinking applies to businesses trying to rethink everyday services. Companies like $HIMS (Hims & Hers Health Inc) or $OSCR (Oscar Health Inc) aren’t just optimizing existing models, they’re imagining how healthcare and access to services might work very differently a few years from now. That ability to picture a new normal is often where long-term investing really starts. If you look back, almost everything we now take for granted started this way. The internet. Online payments. Food delivery. AI tools becoming part of daily work. None of this felt obvious at the beginning. It only feels obvious now because we’re already living in that future. This is also where humans still have a real edge. Machines can process data faster and analyse patterns better, but they don’t imagine worlds that don’t exist yet. That ability to envision change before it becomes consensus is still a very human strength. This doesn’t mean being right all the time. Imagination doesn’t remove uncertainty. It simply changes how you relate to it. Some people wait for certainty. Some wait for proof. Some wait until the story feels comfortable. Others are willing to imagine first, accept uncertainty, and stay patient while reality catches up. That habit doesn’t show up in a spreadsheet, but over time it changes the way you invest. It pushes you to think in years instead of weeks, and to focus less on short-term noise and more on long-term direction. Just a weekend thought, but one that has shaped the way I look at money and investing more than any indicator ever did. @maratteo