UK

And fundamental value investors still can not complain either:). If not for remaining geopolitical risks, this would be really fat pitch (and likelly will be), but I am afraid to participate big here, because of sanctions/war risks.

https://www.thetimes.com/world/russia-ukraine-war/article/china-supplied-weapons-to-russia-ukraine-war-lk7j2jb8v Duh..

Great idea!

https://stansberryresearch.com/articles/the-short-case-for-berkshire-hathaway

Basically if you look at KWEBs composition, this is mostly a basket you need, so I did not owned ETFs for ages, but in this case perhaps no need to overthink, it is easy to move in or out and you do not need to deal with Hong Kong jurisdiction and any possible spin offs etc. I think the same about allocation size as of today:)

Found it:

I think you may well end up being right, but I would argue, that even if buying shares in US in Autumn 2008 was somewhat premature, it worked out quite good at the end. Regarding giving away money, if there is a politicall will, as it seems, they will do or try to do whatever is necessary, as things will progress (high chances they will have opportunitues for some more experiments). It seems that CCP really changed their mind on this and so we could be past a real market bottom in China. This is very bullish in my view, because everything is still crazy cheap. The problem though, and Teper refers to limits after Becky's question on geopolitics, that until CCP has not changed its position on Russia etc or at least there is some kind of new and stable (if this possible at all) understanding between US and China, how to coexist peacefully, at least until another elections:), you will end up playing some kind of Russian roulette here (ex some economical risks, but still loaded with geopolitical bullets) and I am not sure how to estimate this or do I want to play this with substantial amount of capital. Surelly 25 percent would be still too much for me at this time. So but in one way it looks much better now, but perhaps still a basket type case for me. But my thinking may evolve on this.

Could you post a source of this? I was so dissapointed, he does not answered this question of Becky about limits for China in an interview.

I never made any big money from oil, but you buy these companies during extreme distress or panic, when they are visibly dirty cheap and sell when things normalise. Buying them fairly valued and rationalising your way out of this seems just does not work. Maybe finding some real small gems should work also despite of the cycle...

https://calgaryherald.com/opinion/columnists/varcoe-greg-abel-credits-alberta-roots-global-business-forum-honour “Right out of the gate, he’s super Canadian, highly likable and as honest as the day is long, and as authentic and as real as any person you’re ever going to get,” Farrell said this week. “He knows where the right deal is, and what the price is, and how you need to work on it. And he’s a man of his word. So if he says, ‘OK, we’ve settled now, let’s get this done,’ we get it done.”

LVMH:)? I like Tencent as a business very much and owning it via Prosus is even better I think. Maybe I would add also PDD, JD, perhaps even BABA. Or maybe the simplest way is to just buy KWEB (internet stocks ETF)! which by definition would exclude banks in China. Or something like this: https://etfdb.com/etf/CXSE/#holdings

Now lets wait until he drops Putin under the bus and everything will be allright:))

Congratulations with finally getting some real love (not so common prosperity:)) from CCP!

Finally some real action from CCP, lets see if will be enough / how sustainable it is.

Perhaps some (or much?) of recently increased demand is also because of all these sanctions and diversification away from USD/EUR/etc by CB of Russia, China and the likes?

It could work this way: ,The soldier-turned US President Dwight Eisenhower once said that when he couldn’t solve problems, he made them bigger, so he could':)

https://ia.samaltman.com/

Actually if I was pressed hard to insure for something really bad by owning something like this, I think my choice would be Bitcoin Vs gold

“Well, I've been sleeping like a baby,” said McCain, to warm, slightly relieved laughter from the studio audience. “I sleep two hours, wake up, and cry." Just joking:)

Well, it is also possible to buy new limited colectible silver or gold coins (but only a few pet person) issues and to basically sell them for 2x the next day, but does this has anything to do with gold or silver itself:)?

This is a type of risk I am very sensitive to, but I think to deal with it, you do not need gold at all, just some common sense rules and housekeeping, e.g. to think about jurisdictions of your investments (never owned stocks in countries like Russia, except a few for a brief period in China:)) and perhaps even of financial intermediates you use. I think I have moved to IBUK from my local banks the same year Russia took Crimea from Ukraine, because it was way better and cheaper, but I remember joking at the time, that well, at least my capital is safe, if Russia is about to nullify some 500-1000 km of territory to the west from it again. Some 10 years past and such jokes are not very funny anymore:)

Definitelly could be hard for him to let sit everybody idle during soft insurance market:))

Current CEO started in 2013 when the share was trading at 100 GBp and over next 10 years it went up more than 6x, not including dividends. Does anyone has any evidence it was or is poorly managed outside Terminix? Which I agree, was a controversial decision, perhaps bad, but is only halway through its integration, not even outside its original timeline, not sure you already can call it (integration of not so good acquisition) awful either. The Terminix is surely looks like more awful than expected:), especially considering the price paid, but this looks like sunk cost or temporary issue and if fixed, is not this exactly a business you should want to marry? If its true that RTO is considered better place to work than Apple in GB and its NPS so high, why is everybody talking that it is and was undermanaged for ages?