competitive-advantage

I don’t know when it’s going to happend and it makes no difference to my decisions

https://www.berlingske.dk/globalt/det-er-aar-2026-og-nu-kommer-kinas-invasion-ikke-siden-d-dag-har-vi-set Translation: “It is the year 2026 and now comes China's invasion. Not since D-Day have we seen anything so violent Once many made fun of those who feared an invasion. Now their laughter has hardened. Berlingske has gone through a number of so-called war simulations, and here we present them as a digital narrative. The simulations show us how the battle for Taiwan can take place. If you're not worried yet, you will be. Taiwan is not just the island of Taiwan. Around it lie several small islands. Some are so close to mainland China that you can see them with the naked eye. It is a big, strategic challenge. Photo: Ann Wang/Reuters/Ritzau Scanpix (archive) Taiwan is not just the island of Taiwan. Around it lie several small islands. Some are so close to mainland China that you can see them with the naked eye. It is a big, strategic challenge. Photo: Ann Wang/Reuters/Ritzau Scanpix (archive) Sunday 27 November 2022, at 10.26 Share this article gauth-alexander.sjoberg ALEXANDER SJOBERG Asia Correspondent gauth-kenneth.holm-dahlin KENNETH HOLM-DAHLIN Motion graphics designer Listen to the article 7 minutes It is counting on ballistic missiles. Bases in Japan and on Guam are being wiped out. The US is busy with a conflict in Europe. China's attack comes as a shock. Hundreds of fighter jets and two aircraft carriers lie on the bottom of the sea. This is what everyone has feared. The year is 2026 and China's invasion of Taiwan is underway. One by one, the small islands surrounding Taiwan itself have been swallowed up by China's mighty military. Now comes the trip to the main island. The Chinese put everything on one board, and one“

Added some Maersk A

“The nature of the world is that things are constantly changing, and Todd says they are right on maybe 1/10 predictions. “ … “He reiterated that they don’t do macro, and they don’t predict the future at all. What they do instead is take the world they’ve been given in the present, without having to understand the future.” He’s talking about macro and arguing against trying to predict macroeconomic dynamics.

Maersk

Maersk A

Bull Google X2 Bear Dax X2 Bear STOXX 600 Oil & Gas X2 The last index fell about 1% and my position fell 28%. These instruments are not for me

Bull Google X2 Bear Dax X2 Bear STOXX 600 Oil & Gas X2

Dollar General Home Depot Intel Lowe’s Companies Meta (I enjoy their products, so it felt wrong to not own the company) Microsoft Target

Meta I still like the company, but I want to see some progress with the metaverse story before I buy again. Alphabet I bought before earnings and sold again after. Great company.

Magic formula investments I buy these until I can replace them with long-term investments: Mesabi Trust (yesterday) Innoviva (yesterday) Citi Trends (today) Short-term Also until better opportunities: Alibaba (tomorrow) Long-term Paypal (today)

Starter in Googl. They show me more and more ads on Youtube and I still like their service. They can do the same on their other services.

I enjoy listening to: I would do anything for love. My father loves that song too and we heard it together when I was a child too. I will listen to that at home later.

In many cases the ideal situation is that people shop/search for something like on Google. Facebooks ads works fine too if you just target large audiences of +100.000 users (just age/gender/area for instance. It surprised me that these audiences often worked better than really specific audiences. It gave the platform more people to test/optimize against. And this worked great even with campaigns like eye operations and fertility services. I assume Twitter could get a problem because marketing companies choose the safe option. They don’t want to sell and educate people about a platform if it does not give +80% good campaigns. It’s a disaster to setup a campaign that don’t have the ability to use the ad budget as quickly as expected. It’s the same reason why Bing Ads never became popular in the online marketing companies I worked in. And that’s why I’m waiting for good news about Twitter ads. People also doubted about Facebook Ads in the beginning, so lets see what the future brings.

I don’t think. I’m waiting for it to happend. I believe I will make more money on waiting for it to happend then to bet and win sometimes. I understand that it could be misunderstood in a 2022 thread.

Great to hear your gains and stories And thanks for all your insights during the year. 2021: 15,51% I’m happy about that. I shifted back to individual stocks in 2021 and learned a lot about which stocks I would not by today. Some of the reasons were too low ROI, low/no margin of safety, not in my area of competence and focusing on dataroma. The stocks were: Berkshire Hathaway, Big Lots, Electronic Arts, Alibaba and Escalade Inc. The one stock I would still have bought today with my new checklist is Meta Platforms. That investment have gained 36,7% since my purchase in february. After joining this site I have got the patience to wait and the facts to make better decisions in the future.

Thanks for your suggestion. Bitcoin is not for me. I focus on tech stocks where my area of competence is. Happy new year

Thanks again. It’s a good suggestion. I think I will buy Msci World now and if these occur I will switch to individual stocks: - I get a longer good trackrecord - I get enough savings on my own to pay her back if some bad happends with her investment

This topic reminds me of this video I saw recently: I’m happy to live in Denmark which is number 1 with New Zealand on the corruption perceptions index: https://www.transparency.org/en/cpi/2020/index When politicians fuck up here it’s usually something about eating at fancy restaurants or flying on first class for tax payers money, receiving minor gifts or getting clothes paid by their party/tax money. There are a few bigger cases, but nothing regularly or they are good at hiding it. The hiding thing made me think of ministers getting high paid jobs afterwards at the farmer lobby. That sucks, but damn it’s a smart move by the lobby, so the ministers know that they will get paid later for being nice to them now. But yeah. Nothing to do about, so no reason to worry.

Yeah MSCI World Core. That’s a great suggestion. I will think about this in the next days. I’m also tempted to buy one individual stock and when she gets older we can make the decisions together if the passion is there. The cons of the etf are the tax as mentioned and that it’s possible to buy more each month without charge at my stockbroker. But when crises occur it’s easier to buy another individual stock with more upwards potential from the research I’m already doing for my own portfolio. The tax for individual stocks are paid only after selling. Thanks for your suggestion and happy new year

Hi. I’m looking for some opinions about the best etf. In Denmark child savings are tax free if it’s accumulating etf’s up to a certain amount of gains, because my child is too young to have a job and use the tax card. Single stocks are taxed 27-42%. With normal prices I would pick S&P 500, but I want something that is not a index bubble. The timeframe is +10 years and I may change back to S&P 500 or tech etf when prices are fair. I have looked at: - Invesco STOXX Europe 600 Optimised Automobiles & Parts UCITS ETF (EUR) https://www.morningstar.co.uk/uk/etf/snapshot/snapshot.aspx?id=0P0000M7CC Reason: I think the old brands will get more of the marketshare than what Mr. Market think. - Airlines, Hotels and Cruise Lines UCITS ETF - Acc https://www.justetf.com/en/etf-profile.html?0&isin=IE00BMFNW783#overview Reason: It can only get better and it will get better. Ishares MSCI Global Semiconductors UCITS ETF USD (Acc) https://www.blackrock.com/dk/individuel/produkter/319084/ishares-msci-global-semiconductors-ucits-etf Reason: The chip shortage will end and the demand is getting bigger and bigger. What are your thoughts?

Great idea to have a talk about 2022 opportunities. My circle of competence is tech and especially social media/advertising, so thats what I stock to. I’m waiting for lower prices on one of these: - Alphabet (great content, alternative to mainstream media) - VISA (strong moat) - Microsoft (hard to live without for many companies) - Apple (strong eco-system) - Nike (amazing brand) - Amazon (domination, so many products) I also like - Snap (so many opportunities going forward) - Twitter (strong position on media and with celebrities) But I’m waiting for them to have stable ROI, financials etc. And I have 50% in Facebook (same reasons as Alphabet)

Thanks and merry X-mas to everyone. I’m looking forward to many good hours with y’all in 2022.

Thanks. I enjoyed to read the example with top teachers, diligent students and Megastudys edge.

Thanks - I agree. I go to a console café and Nintendo games are still some of the most popular ones decades after their publication. And I also see younger people with Nintendo Switch etc. Nintendos R&D is increasing, so the future may look bright: https://www.google.dk/amp/s/www.tweaktown.com/news/79368/nintendo-gearing-up-spending-for-next-gen-hardware-tons-of-games/amp.html If I shall mention something negative I found out that the usability is lacking when changing to Switch OLED and that there is some issues with being offline because the system needs to control if the user have bought the game legally. I found this info in some Youtube videos.