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linus_md

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  1. linus_md
    https://www.bloomberg.com/news/articles/2023-05-23/company-earnings-guidance-is-wrong-about-70-of-the-time Their forecast are simply bad. I believe there should be a lot of academic literature on this topic.
  2. linus_md
    Why don’t you simply buy SPY and save yourself the .7% fee?
  3. linus_md
    https://maps.app.goo.gl/FbA8xynQW3Zojpfm6?g_st=ic is this the company?
  4. linus_md
    My best guess is fair value is around $42k today. By the end of 2024, $100k. Why should “fair value” increase by 150% in a year?
  5. linus_md
    +1
  6. linus_md started following Buffett/Berkshire - general news , Share your Portfolio 2024 , 2023: the year of cash and t-bills and 2 others
  7. linus_md
    You can read it here: https://archive.ph/eJccU.
  8. linus_md
    Given that most portfolios here include Tesla, Amazon and Netflix their return over the last 10 years should have been quite good.
  9. linus_md
    Why did you sell POAHY?
  10. linus_md
    Increased position in PAH3/POAHY.
  11. linus_md
    No this is inaccurate the $2B is distorted by option prices wich are unknown to us. They are assumed to be the then share prices.
  12. linus_md
    Opened a position in Meta.
  13. linus_md
    Bought a starter in AMZN.
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