Whensthepaintdry?

Used Disney proceeds to buy SBUX.

Sold DIS and DG

I think I read that they are starting to outsource their loan servicing which I know that got a bad reputation for.

Navient is an interesting holding.

Added to NNI.

I’m a fan of his aeropress investment. I wish I knew more about the it the others.

I saw this the other day. HBO’s last week tonight with John Oliver had an episode on rails and PSR. I couldn’t believe a topic like that made up a whole episode on John Oliver.

Maybe they are all good investments, but just not big or liquid enough.

Who cares. Everyone has their opinions. Thank you for sharing. I appreciate hearing about his previous endeavors. I’ve heard worse things spoken about a fund manager who funds a school for charity on here lol.

@Dynamic that’s an awesome record! I would be really interested in hearing about any moves you may of made and why. You have written some great posts on selling. I wish I had gone back to them before making certain sells last year that I’ll probably regret.

Did you drop PCYO because of the lack of buybacks?

Going to Patagonia soon. Any tips would be appreciated. Has been one of the harder trips to plan.

Added to BOC and NNI

Something like this. 41%-BRK 9%-VOO 9%-AMZN 8%-MKL 6%-GOOG 5%-BOC 4%-AAPL 3%-DJCO 3%-NTDOY 2%-PROSY 2%-SAVE 2%-ACI 2%-NNI 2%-BABA 2%-IMKTA

28 percent. Mostly due buying big dips in Google and Amazon. I sold MSFT and Meta a little early. Added to brk, mkl, boc, and oxy through out the year in dips which all have lagged. I bought psh this year which has done well. Finally sold China stocks at a loss not sure if I want to jump into that suckfest again.