Whensthepaintdry?

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.

It’s weird there is so much doubt in Greg and team. Or maybe I just have blind faith. Buffett has said that he has handled the operating businesses far better than he ever had. Greg has been allocating good chunks of capital at BHE. Berkshire’s Apple investment first came from Ted or Tod. If anything maybe we will see better results than the last 10 years. Not to be negative, but it’s not like Buffett has hit it out of the park other than Apple in the recent past. Maybe the rest of the team has been operating with a hand tied behind their back.

Ha, ya I guess the good news related to China and taxes is my tax loss is just getting bigger!

I don’t think that’s how it works.

In my early 20s I built a small rental for 90,000 it now makes 50,000 a year on abnb. That rental allowed me to invest in other real estate and free up all other income to invest in the market ever since.

I have been thinking about this a lot. Energy transitioning, manufacturing coming back to America, manufacturing south of the boarder increasing, North American oil consolidating further, seems like North America Rails are becoming an even better place to park money. Gates fund, Ackman, TCI all seem to be voting that way. I have always been content with my rail holding through BRK and have admittedly not learned in depth about the space.

Adsk is one that has always sounded promising.

Pretty much half of LI Lu’s US holdings.

Would he be able to buy very small Turkish companies that he may be a majority shareholder in already with this new fund?

I will guess DFS.

I tried to argue once that it’s pretty much a staple now, but I was quickly corrected.

Thanks for the response. Impressive how it has turned out and how you both caught that rates would help one and hurt the other.

These were awesome posts to read through. I’m Curious, what made you pick BAM other than youth for the 10 year hold? Especially since you nailed the Fairfax call so well I would of expected you to go with Fairfax.

Is aci spread not attractive enough? It seems like a safer bet.

Sold msft and meta.

I have also been adding to BOC since it got under 17. I also have been adding to IMKTA.

I just got done using it in Colorado in different national forest spots. Worked great. Only once did I have trouble connecting due to clouds.

What a great diverse thread! It goes from millionaires talking about decade long holdings to the pluses and minuses of working at UPS!

Charter/AT&T internet. Customer service is awful. Health insurance companies.

That makes more sense. I listened to it last night. I wouldn’t think Diller had that much sway. He definitely wasn’t very positive on the space other than Netflix.

Did Barry Diller cause the media sell off today? https://podcasts.apple.com/us/podcast/on-with-kara-swisher/id1643307527?i=1000626303442

Bought ARW

More BOC.