Monsieur_dee

Brk

Some great conversations here. I've been meaning to start a topic but I feared it may have already been talked about. What are some great 'go to sleep companies'. I think @Gregmalhas spoken about this before. Companies you dont have to worry about. Berkshire, constellation software are definitely my top two. Markel, pershing square, index funds... any others anyone would like to point out.

Brk, csu, started a small position in psh

Rob tripled down with Carvana here. Probably under water heavy here.

Thanks for posting.. I was surprised to hear that Warren says his typical day is waking up and seeing what prices do. He's still looking very good.

Should have sold it at $30 but sold dropbox. Will reallocate funds at some point

Brk, amzn

Brk, csu, amzn for a family member account

Thanks for this parsad. Couldn't find his track record online but I'll reach out. Would you be willing to disclose the % of family funds you're investing alongside him. Thanks in advance.

Meta

Order went through for wix

MoneyGram.

Amazon, Disney

Wix

Amzn, csu for a family account.

Up 10% this year. Sucks but I'd also take that return every year. Since 2017 low 20's irr. Baba and wix have been big detractors. Sized them up decently.

Starter in Salesforce and Cardlytics

Value investor insight. They interview different fund managers about stocks they find attractive. I've found it pretty interesting. If I can split it with a friend or two I might keep it. We'll see.

Signing up today.. I really didn't want to but it's the first place I go to. Only pay for two services. Vii & tikr. On the fence about renewing VII

Merry Christmas & happy holidays! Newer member but loving the community!

Trimming nvda

How you sizing boohoo & asos in the portfolio?

Prosus

Wix and Disney

Thanks!