Seoshin

Bought MGM and JOE

What made you finally long on this name, greg? Valuation-wise perhaps?

Bought some JOE, FRPH, and CPNG

Man the age demographic here is wild. I thought I have more people with my age group (29) but I'm joining the majority of the lads soon!

Finally bought a position in JOE while added to FRPH, CPNG, and DHR

This is lovely and a good advice for me entering my 30s soon.

Reading this thread made me think what is the age demographic here in COBF. I'm in my late 20s and most active people here can be my father lol But really great insights and jotted some or a lot of them in my notes. Thanks guys! (or dads)

I've been adding PLX a lot the past month as well. I can't really wrap my head around why it is falling other than the industry is unfavored by current regulations which I think is not impactful long term

Bought more NTDOY at open. Adyen and Pluxee as well in the open. A starter position in FRPH as well.

You don't seem to run out of cash in buying NTDOY! haha

How was your journey from being a cheapskate in stocks to biting down on quality?

Love the last part! I am accumulating more on my watchlist and named it aptly as my Dream stocks!

A contrarian approach I see. But how do you know you are right when majority is taking an opposing side of you? but thanks Greg for providing insight. I always like your replies on other posts and learn a lot from them.

I like the napkin like approach! It's the same with if I start over again, will I buy this at current prices? Wondering about how you assign weighting on your confirmation bias, do you scale up more on portfolio weighting as you know more or you're happy with more data confirming what you know?

As the title above says, I wonder how ya'll handle your own investing biases? What measures you routinely implement and how you deal with it on a recurring basis? Mine I have a bad anchoring bias before and won't add to a position until it reaches to my cost basis but have learned throughout the years that adding to my winners has done well than averaging down to my losers. If the business keeps executing well and exceeded expectations, why not water the flowers more? I'm curious as to what others do and also want to learn from the veterans here. Cheers!

added to DFH and NTDOY

I'm going to Kuala Lumpur a week after next week! What do you recommend to visit there?

CPNG

Congratulations! I long to have your temperament and returns. I hope I'm not yet late to the party for BRO!

Bought a starter in GFL

Bought a starter in Nelnet $NNI

It is expensive tbh there's no denying on that. The starter position (really small) is more for me to be obligated to study it more further. I believe the current price won't be sustainable in the short term and I might increase my position when the price goes lower but that is after I try to thoroughly study the communications and media verticals it resides and perhaps deem the valuation can be right that time who knows.

Added to $NTDOY and a small starter position on $DFH and $LMN to spur me to more research.

Bought more DHR and DEO

Bought more NTDOY yesterday after reading the latest Q. Also bought more DHR and TXN today.