bennycx

I would argue the stock has increased its moat now.

Because he has a urge to tell people market is at the top, however fears the backlash if it doesn't happen in the very near future. It is difficult to tell people to be bearish at this point of the cycle

Had some VRSN as "cash alternatives". Didn't expect it to outperform what I thought were better "investments". Not sure now if to keep or sell.

ok, what do you imply? expensive? cheap?

Interesting Berkshire added a small bit after not buying for such a long time

Will this benefit stocks like ICE etc? Revenues will definitely increase no?

Congrats!

"compounded 34% for past 5 years" - is this inclusive of the cash/treasuries portion or is it just the stock portfolio?

Thank you

What are the prices/IV of the 3 year LEAPS for BABA?

Largest gains: Axp, ewbc smallest gain: Baba

Bought this book to distract myself from toppish markets these days!

As soon as AP, Fox and NBC mention that Trump is "leading the race" or "likely to win" as votes as collected, they can resolve the result to "Yes". That's why the odds on Trump are much higher.

Yea the Kering brands are not good at all. It’s absolutely importantly to be the top brand

Verisign.. not much to say other than it is boring. Downside I think is limited. Upside most analysts don't see much but I am hoping for some surprise, e.g. price increase, more website registrations, potentially M&A etc..