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![FirstHillcap Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1544835698557059072.png) First Hill Capital [@FirstHillcap](/creator/twitter/FirstHillcap) on x XXX followers
Created: 2025-07-19 21:49:03 UTC

I don't think investing in a net-net manufacturing company will go well, especially for commodity products.

The issue is competition; the only barrier to entry is the required capital expenditure. Over time, the business's earning power may decline before the stock can re-rate.

That's why I choose the high-quality businesses where time is on your side, not against it.


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