Whensthepaintdry?

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.

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.