DooDiligence

A final sliver of NVO to top off the position. I feel like I made up for not getting all the shares I wanted back in 2016.

You must not talk to many women.

I don't think expectations have changed. Women are simply tired of the "grab 'em by the pussy crowd".

The patriarchy is not amused.

Ignore the headline. This is a provocative discussion about RE brokerages.

Someone mentioned last year that getting paper filings was possible by clicking a link on the e-vote proxy form. Before making the request, I checked to make sure I had selected paper filings by mail in my Fidelity account, and then clicked the e-link to request AR and proxy by mail. We'll see if it comes. If you've ever wanted a paper Berkshire AR, this would be the year to get one!

Sold out show in Boston for St. Patty's day.

Thank you very much. Very inspiring story. These guys are certainly doing a lot of good around the area. I'm planning out some Smoky Mountain treks for April to make sure I can even do this.

Given the recent stellar performance of GEICO, will we see the gecko come out of hiding again? Would an increased ad spend get anything other than a lackluster response (due to sharp competition from Progressive)? If they just sit pat on their existing book can they continue to look as good as the TTM?

"He who controls ETH controls the world"

I'm on the same path. Can you point me towards the charitable organization you worked with?

Thanks. I'm looking at doing more moderate, lower altitude treks. I'm 62yo and in pretty good shape but know my limitations. I've been watching some youtube videos and reading Reddit subs. Out of all I've seen, this one seems good. https://www.himalayantahrtreks.com/guided-trek/manaslu-region/6

Realtors. Good riddance.

A little Edith Piaf seems appropriate about now. === For some reason this popped up when I was searching for Edith Piaf.

I agree. Expanded indications.for other diseases. I believe this gives Novo (and other players) a lot of optionality.

Thanks for this info. I too am focused on actual healthcare solutions involving the endocrine system and diabetes in particular. Weight loss is an aberration (IMO), albeit a profitable short term aberration, which will likely also produce pain in the form of weasels (attorneys) who will be chasing after whiplash artists looking to make a quick buck. edit: One of these days (maybe) people will realize that mindful and moderate eating habits, coupled with occasionally getting up off the sofa, produce significantly better results and are more sustainable. I'm owning this for the long term, along with Edwards Lifesciences because everyone's got a heart too.

Added another smidge of NVO. I'll do it again if it takes another leg down.

Whaaaat? Not double leveraged?

Agreed. I still like the 2 books and think that applying the lessons on your own is better than taking someone else's word for it. My library stopped their Morningstar subscription a long time ago They dropped the paper version of ValueLine Last May. I'm kinda glad. I just pulled Dorsey and Brilliant's books from storage and am going to read them again to see if I can come up with my own moat ratings for what I own.

Added a smidge of Edwards in non-taxable.

Added to Novo Nordisk in taxable. Weight loss drugs are a distraction. Actual efforts at developing and improving healthcare products are long term. Here's to hoping there's another leg down tomorrow.

Here's a lazy lookup on Dorsey Asset Management positions. He got real weird at one point, which had me questioning whether he'd read his own book. If this link is accurate, it looks like he got back on track. https://whalewisdom.com/filer/dorsey-asset-management-llc

Lube and spice. Who knew? edit: Thanks for bumping this. I need to re-read Pat Dorsey and Heather Brilliant. https://www.amazon.com/Five-Rules-Successful-Stock-Investing/dp/0471686174/ https://www.amazon.com/Why-Moats-Matter-Morningstar-Investing/dp/1118760239/

Right on. I'd much rather have a barrel of arsenic dropped square on my head.

The title and chorus of this song is a twist on a vulgar expression often used in Brasil to express anger, and occasionally surprise, "puta que pariu". Caralho is actually more common for shock and amazement. Anyway, I hear a lot of talk about PAX and it reminded me of this song. Not a commentary on the investment idea, which is way beyond my ken. Good song. Nice beats and bass, and the lyrics are sharp as you'd expect from a guy named O Pensador.