Whensthepaintdry?

I’m not going to kid myself, I am a sucker for the story on this one. At the current price I’m willing to add. The dilution is worrisome, but if book value continues to go up I can live with it.

Added to BOC under 18.

I think I remember reading that Gates said Buffett was one of the smartest people he had ever met.

Good luck! I’ll keep my distance from both. I’ll just get my kicks by sitting back and watching.

Ha, You can go bet on the Yellow company, If you want to bet on a bankrupt company going to the moon. Even insiders are buying.

She also did a Q&A on Reddit once that I thought was really good.

Ha, I thought value guys buying was the negative indicator.

I’m following trend and sold meta in my non taxable and rh in my taxable. Very close to pressing the sell button for meta in my taxable.

I bought nearly the bottom on DIS, FB, and Exxon, during the coronavirus crash. I rode dis and fb up over 100 percent and back down to where they are now. Then like a genius I sold Exxon at a 20 percent gain. The market looks like it’s giving me a second chance with fb.

A good big post for the have we reached the top discussion.

I bought BOC. I’ll have a little faith around reported book.

I’m loving all the responses here. When I invest with some sort of catalyst in mind selling is much easier almost automatic. selling “compounders” though is tough. Apple and MSFT for example. When I do the math backwards from a 5y 10 percent cagr multiples need to stay elevated with eps growth rates of 10 percent plus. Part of me says their great companies with optionality let it ride and who cares if I get 5 percent or maybe no returns for 5 years. I don’t need the money and I’m not capital restraint yet to add to other investments. Or maybe I’m just being naive.

@Dynamic Thank you for the response. I really like the way you laid that out. I’ll be using this exercise on multiple investments. I’m stressing too much on current valuations and ignoring what those valuations may be in the future based on my earnings projections. What I’m doing sounds silly when I say it out loud .

@dealraker A 20 mile day in DuPont ain’t no joke. That’s awesome!

Sorry to reply on such an old thread, but I have urges to sell some things and make some reallocations in my accounts and @John Hjorth suggested I read some of @Dynamicposts. this one was great and will probably lead me to try and ignore some feelings that I’m having right now or until actual meaningful opportunities present themselves.

This was a great move! Funny I find myself thinking about doing the opposite now.

Have many people here tried rotating out of investments like apple and msft and into BRK during times like this when the market is feeling pricey? I’m not one to move to cash, but selling some big tech and increasing brk feels like a prudent move.

Ya, the share price had gotten pretty low there for a bit, but I’m sure it is because of the fires. I just started looking into it. They did some buybacks, insiders have bought here and there. Has a weird structure still playing out with past ownership that’s doesn’t look great.

I put perimeter solutions on my watchlist a few weeks ago. Sadly I didn’t buy. It had quite a rebound.

I’m not that picky when it comes to chocolate. Speaking of see’s though I will be flying back into charlotte and I really hope they restocked their See’s stand. It was wiped out on the way out.

We went to the time out market. That place was intense! Food court on steroids. This is my third trip to Spain and probably my favorite. We have spent most the time in the Asturias. Somiedo national park has been our favorite place so far.

That is awesome! I can’t imagine doing that. I’m flying into Lisbon this weekend and driving/cycling to picos de Europa. Any suggestions would be greatly appreciated.

That was a great post. Thank you for sharing.

Happy to see another BOC holder. Excited to see how this one plays out.

Did I hear correctly that Buffett said they were building for TSMC?