linus_md
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Posts posted by linus_md
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59 minutes ago, Gmthebeau said:
I have the vast majority in T Rowe Price Capital Appreciation fund.
Why don’t you simply buy SPY and save yourself the .7% fee?
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2 hours ago, gfp said:
He loved projects like his multifamily apartment business with Avi and planting all those trees and pouring money into those apartment buildings to make them as nice as they could be as long term assets.
https://maps.app.goo.gl/FbA8xynQW3Zojpfm6?g_st=ic is this the company?
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On 1/12/2024 at 6:15 AM, jfan said:On 1/11/2024 at 3:15 PM, TwoCitiesCapital said:
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?
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2 hours ago, backtothebeach said:
"predictions are garbage"
+1
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You can read it here: https://archive.ph/eJccU.
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Given that most portfolios here include Tesla, Amazon and Netflix their return over the last 10 years should have been quite good.
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3 hours ago, sleepydragon said:
sold LNSTY and POAHY
Why did you sell POAHY?
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Increased position in PAH3/POAHY.
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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.
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Opened a position in Meta.
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Bought a starter in AMZN.
Corporate Guidance
in General Discussion
Posted
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.