Saturday, September 6, 2025

Investment vs. Speculation: Why the Difference Matters

 The other day, I was chatting with a lawyer’s client who runs a tech startup. They were talking about raising money from “investors.” https://youtu.be/QEACN_QVEvE 



But here’s the thing: I don’t think that’s the right word.

👉 An investment means you put money in with a reasonable expectation of getting money out — usually from an existing flow of cash.

  • Example: A bakery. Customers come in, buy bread, money flows, and investors can get a share of that return.

👉 A speculation is different. You’re putting money down on something that might generate returns in the future — but only if a whole series of external conditions line up:

  • New money continuously flows in to cover expenses

  • The market decides the product is valuable (though no one has bought yet)

  • Eventually, a “liquidity event” (like an acquisition) creates a payoff

In speculation, there’s no steady cash flow to rely on. The bet is entirely on future possibilities.

⚠️ Why the distinction matters:
Calling speculation “investment” blurs the risk. I’m not against speculation — as long as it’s informed, and only a small slice of your portfolio.

✅ Personally, I prefer actual investments in local businesses where cash is moving today.
That’s what I cover in my book Invest Local — available on Amazon or at DavidCBarnett.com  

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