jks327

Would like to sell SCSC @44

I figure that in the following decades it'll even out. Strictly speaking a hobby for now but supported by incredible mentors. Dress for the job you want, not the job you have.

Research started in April 2023, not much interested in keeping cash in an investment account!

As of this morning: STLA 11.83% MLI 10.36% WIRE 10.28% STM 9.87% TOL 9.86% DHI 9.45% VSH 9.38% TEX 9.15% CCRN 4.28% BRK/B 4% GS 3.78% OSK 2.99% FLEX 1.17% EGRX 1.08% RELL .9% SCSC .83% WY .65% NKLA .01% Read about it here: https://veldstrategies.com/2024/02/19/january-24-letter/

No objections, so figured I would share. https://veldstrategies.com/2024/02/19/january-24-letter/

Buffett might be the only one who would also be on the list of 10 happiest people in the world!

Have seen some big ones, and have seen people get tired of maintaining. To me 2200 sq ft is a good size for one person.

No

When my library stopped stocking this, I stopped going. Now I use OpenBB or otherwise just get ideas from the news and other online sources.

They also keep the soil from eroding! (Delving into Chauncey Gardiner territory)

Best investment I ever made was in myself, in my late 20's. Decided to stop laying around all day, started eating organic, cut out added sugar. Lost over 80lbs and started putting them back on as muscle. Today at 36 in the best shape of my life, nothing else would be possible without having done this work!

As value investors now is the time to look more closely at automakers, will say more about this at the beginning of next year

Good, not only quantity but density too. Before this the Atacama is the richest source, problem is so many companies take what's mined there and ship to China to be refined.

Haven't had one in the last decade, but also since 2017 have stuck to organic diet with no added sugars.

I know you're only 21 but take your life experience and work with it. Whatever industries you've worked in, use the inside knowledge to your advantage. Invest in industries that interest you, companies whose products interest you, and it won't feel like work at all! In most sectors there's an opportunity to be right over time, for instance a lot of people say the auto industry is a tough place to make money but it also coincides with my specific knowledge, and is an area where I've made money in the past.

Aspen Aerogels is really cheap right now but not making any money, I remember meeting the founders when I went to engineering school in MA. The thing I've heard about these batteries in the works is they all require lithium, and some of the ones in design require even more lithium than what's currently being used, so...

Sounds like an interesting read, have always believed in voting with our wallets for a better system of food production!

Also it never hurts to start doing something on your own, build up a track record, write about it as if presenting to investors, start a blog etc.

Read The Essays of Warren Buffett!

Business B sounds like a lot of companies in the aviation industry. I asked basically the same question the other day to a successful investor I know and he told me to throw away the rearview mirror

Proof that market inefficiencies exist!

Haven't owned a car for two years, and I live on a farm about 7 miles from the nearest town.

Have not yet heard of any peer review or replication. Would not be the first time someone claimed this that didn't hold up.

Thor Industries is getting close to my valuation, up over 40% since 5/31.

Too many to list, but a couple I've looked at recently and discarded: Ideanomics, Inc. Organon & Co. Nikola Anything related to crypto. Thanks for starting this thread!