cash_incinerator

does anyone have a source they prefer for insider ownership data on individual stocks; on various publicly available sites, i'm getting wildly divergent responses and I"m not sure how reliable they are

Ag Commodities go through these cycles. We're not looking at permanently higher cacao prices. In a few years (at most) prices will crash and hsy and the rest of the chocolate makers will keep retail prices as they are, scooping huge margins. I want this to get worse so hsy gets absolutely crushed on margins in the near term. Best time to buy will be when it's trading at 50x, cacao is at 10000, and hsy is at 130 or so. I own shares now cause that's not a certainty, but easy to get bigger and bigger as it goes lower on ozyempic/ cacao price news.

I have a few oz investments, I never understood how a publicly traded one could really work, and I'd steer clear. And oz program just causes a deferral of a capital gain until tax year 2026, not a deduction thats good forever. So yes you could buy oz with say a dollar in capital gains and defer that dollar of cap gains tax until 2026, saving you 20 cents this year. But if you ever sold oz before 2026, that entire transaction should be reversed, and since you are the seller, i think the irs would take a dim view and might impose penalties and interest. Not sure on that last piece but I'd be careful.

Byddy

Yumc starter. Curious if anyone understands a bear case outside of general negative sentiment on china. Big picture future seems very clear and bullish to me though.

Yeah ive been building a hsy position too. Not quite sure what the cause for the decline is, but its not operating performance. Cocoa and sugar prices roofing of late maybe, ozyempic talk perhaps, maybe tax loss selling as we get to year end. Clearly a superior business at a fair price roght now. Easy to buy at 20x, back up the truck at 15x.

https://www.amazon.com/What-Learned-About-Investing-Darwin-ebook/dp/B0BG99WS31?ref=d6k_applink_bb_dls&dplnkId=947f00d5-6bc9-4008-bfab-7fe5555e6013 This is, in my opinion, the best book about investing I have ever read. Monish pabrai gave it to me for donating to dakshana, which is a wonderful charity. Highly highly recommend.