ASTA

Have been on a fitness learning year. And love everything that Dr. Mike Israetel says regarding going to the gym. In this video he talks about cloning the best bodybuilders or weight lifters. So when I hear him talking about cloning them I thought about cloning stocks from investment gurus and fun to compare the two investing or weight lifting (cloning) in this video. Hope someone might like it. https://www.youtube.com/watch?v=1vCUTIhYk7c

sold schw bought more baba

Bk, wfc, schw, bkng, usb, bac and brk.b small portions

Rdsb, xom, bol.pa, brk-b and abi.br on Thursday Friday morning :-\

bought MHK have limit orders in for bidu, naspers and liberty global

Was in the states on holiday and was stupid to go to ER. For a swab of my 4-month son cost me $7,000 makes me really consider if I ever want to move there. A mix between EU and USA would be good. I do Have 2 million credit card Insurance so I should be good still have to fill the paperwork. Will test if it works :D but childbirth was 700 Euros in EU :D

STO:HM-B anyone has any thoughts on this :D insiders and David Herro have been buying been dead water for 10 years in dollar terms

I think my one year in the army was great for my next 8 years. I had nightmares for 8 years from that(wrong unit) will teach about time management and group psychology and flowing orders. So a cool army summer camp would be super. Went from a c student to a A- in one year :D

PSH, AXP

Exor good deal on a dollar basis I hope

Top Spanish Value Fund Manager – azValor – First Letter To Investors http://www.valuewalk.com/2016/01/azvalor-bestinver/

Qualcomm 4%

Take a look and see if you would like

AA, CHK and GM 2% each

PCP (7%) if this does not work I might as well buy S&P 500 I am done buying cheap assets/stocks my hit % in Quality is much better.

-4% lessons learned 1. Put less emphases on this forums recommendations (some are great but I jump in to stupid things) 2. Please don't listen to my ideas. 3. Don't put 14% in a small oc company with allot of debt 14% should be saved for IBM or similar. 4. My strengths is really in no debt or large cap companies. 5. Barely beating the index the last 4 years lets hope my activities are worth while long term. 6. I am 40% in Oil and Steel so to put it mildly tough. Cheers

OCN 13.005 3% position

7% in NOV and 7% in BP

I think that part of becoming a better investor is knowing faults that the population makes. I just started to play online poker with real money ($5) and started reading a book a bout it. But the level of excitement and odds decision one makes online is fascinating at a rapid pace. I found that I was way to aggressive as one should fold 90% of hands dealt according to gurus :D What is fascinating is how other players act. It almost is a mini stock market with the proverbial the stock market behaves like a voting machine, but in the long term it acts like a weighing machine at works here too. So this got my thinking maybe I am just average and my stock market out performance the last 4 years is just by chance and risk. Poker I think is therefore a good dose of real life fallibility as when one thinks ones hand is superior others have a better one. So like Munger waits 10 years to buy something he might be right. And I think I have been punching to many holes in my punch card the last 4 years. And poker is good at showing that. So if you are bored and want to see how wrong ones odds decision can be Texas holdem online quickly teaches you that :D

cool and thanks :D

Gio as I am sure you know is that Italy has had one of the worst shrinkage of city's the last 20 years and going forward. Don't remember where but was looking at Hungarian properties but saw Budapest had no population growth for 30 years actually negative same with Rome and other city's in Italy. Worst was Russia then east Europe then Italy. My two cents on this topic :)

I am not sorry :D sold my 20% stake to buy cheaper stuff. Last time I did this I sold 20% in BRK.b to buy SHLD talk about a bad move for my health.

Bought a 7% stake in Suncor Energy today and a 7% stake (out of my portfolio;) of Standard Chartered

How about a color book Index Funds: The 12-Step Recovery Program for Active Investors or http://www.marketwatch.com/lazyportfolio :D Second Grader's Starter the best over 10 years quite funny

Thanks for the head's up. Now we wont know if he is buying more Tesco :D I would be very interested in his next endeavor.