MattR

I think that it will be difficult to do in practice. Cigarettes were only heavily taxed after decades of research on health problems. With nicotine pouches it will take another decade at least to have proper health statistics.

Why do you feel like selling? It is still pretty undervalued compared to most of the market, and pays a nice dividend, especially if you bought in the 35 range.

Greenblatt and Lynch have the best investment books IMO. They contain wisdoms, no matter how often you read them and they don't go out of date.

They had an investigation done regarding their accounting. I took the report from the Japanese Section of their Investors Relation and put it into google Translate. Seems that they recorded sales in a lump sum and then recorded sales without any payments at all. Additionally they forged documents to fake the sale. What they will do: It means that the company will be delisted: As announced separately in "Rase", it is scheduled to be delisted on February 28, 2022. They will have to change back the financial statements of the last years. So it doesn't look to good for them. GraceTech_Translated_InvestigationReport.pdf

Yeah it has a lot of financials on it, I don't think it will be a great listen.

I think Duracells are better, because they have a more even distribution curve. I see it in my active electric bass. On other brands, the sound gets weaker and weaker, with Duracell it is like a big cliff, sound is good and then instantly bad - Changing batteries takes less than 2 minutes so I prefer it.

WSB used to be a fun place where you would find solid thesis more often than not - with the influx of members after the Gamestop Squeeze the quality went into the gutter. Used to be one of my favourite internet hangouts, not anymore.

Same, I also debated between Koyfin and Tikr. But the limited call transcripts and watchlist in koyfin for the cheaper subscription pushed me toward Tikr. Add the great overview for fundamentals from Tikr, Screener and Investor Tracker and it's a no brainer - especially at that price.

Sadly not, the only way you can see it, is if they have 5% of a company.

He can be a god, this design is ludacris. No windows are insane. The plans also doesn't have great common rooms for just relaxing. 1 toilet for 8 people? What happens when the air conditioning breaks (it's a student dorm, it will break). Crazy design...

It's not the next disney, it's Nintendo. Loved Franchises (Super Mario, Pokemon, Zelda, Metroid....). I would say that their IP is even stronger than something like Mikey Mouse.

I also bought. Growth is still solid, sharebuybacks are increasing and with current share price would be 6,8% of the company. Including the dividend it's a 7,5% yield for a year. Seems decent.

If you now don't break each and every one of them, you are better than Peterson. Where can I wire the money ?

In theory yes, but gold is such a low allocation and many people who buy gold want the opposite of the speculation of crypto. I think it is the other way around that the stimulus package is responsible and crypto competing with gold i coincidental.

Ever since the huge Stimulus package, gold seems to perform really strange. I am not sure what drives this.

Docoh is awesome. So easy to just favourite your portfolio/watchlist and get every filing. No need to create complicated spreadsheets or bookmarks.

It is simple in theory - It is difficult emotionally. I tend to cut my loses quickly, but don't let my winners run enough others let their winners run more, but also hold onto losers. The most successful investors have both. They are quick to change their minds and adapt to new circumstances, yet let their winners run.

Yes, because they forget the other side of the coin to cut loses quickly.

What does the green point mean? Is there an option to see homebuilders from last year,to see who is rising and who is falling?

Added Baba. Now more than 15% of my portfolio

That would be hilarious :D. Personally i think at current prices Markel is actually pretty cheap.

Wow. I am no Einstein when it comes to stock picking, but such an underperformance is actually impressive.

I find him a bit gimmicky, but that doesnt detract from the value he provides with his talks. If I stopped learning from every person I find slighly gimmicky the learning opportunities would be severely limited. I am a big fan of his and a big fan of his picks (especially Shinoken, wouldn't have found that awesome business otherwise), and while it seems that he always finds new buckets to play with and touts them as the best bucket he ever found, I still learn more from him than from pretty much every other investor that aren't called Buffett, Munger or Li Lu.

Yeah, before commiting so much money, one would assume to at least have a very basic understanding.

Increased my positions in Mo and BTI. Was cheap before even cheaper now.