Monsieur_dee

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!

Doesn't seem like your usual buy?

Quite a good read. Helps take a more 'physical' approach to investing. Many of his methods are similar to 'scuttlebutt' and he pays homage to Phil fisher. He talks a lot about visiting the coffee shops or bars near headquarters. Or getting to know the physical relationships people inside the company have. Or even visiting management headquarters. This would be possible if someone had the money to fly frequently. (I don't). It could be done if I limited myself to local companies. Anybody have any other creative sleuthing or scuttlebutt techniques they would like to share? https://www.amazon.ca › Sleuth-Inv... The Sleuth Investor: Uncover the Best Stocks Before They make Their Move