Malmqky

Decided to listen to the gentlemen in the CKX thread and value the company myself/think about the upside a bit more/stop being lazy. Anyways, I’ve gotten a little smarter and am working on building a larger position. Downside is minimal and upside is $15+ per share. Even if it takes over a year that’s a near guaranteed 25%+ return. Also trying to buy more FRPH

Go back in time and do undergrad at an Ivy. Or go work for a few years and get a t10 MBA and use it to switch careers. This is probably the easiest/traditional way to do it. Another option, spend 5-10 years building a track record than try to leverage that. You might be able to avoid Wallstreet BS going this route

NTDOY and MSG stuff. Starter in FRPH.

Some $50 limit orders for JOE

good tip, appreciate it

Bought some SAVE

This is what I think too. Looking at the companies Berk can invest in and most likely would invest in...well they're all at a pretty lofty valuation right now. Better to keep rolling 4 week tbills I reckon

Close to 25% Fairfax and JOE, soon to be 15% for Nintendo. Almost a quarter between MSGE and MSGS. Then, bunch of smaller positions like Berk, Micron. PBR, tobacco, etc. It's been a good year so far

Good quarter. Fairfax is half-tempting me to break my “don’t add to positions over 25%” rule. Hopefully the market shares my enthusiasm tomorrow

MSGE cuz why not

I owned a bunch of Dogecoin in high school. Used it to play online poker at school…got in trouble obviously and that was that lol. Alas it’s lost, otherwise I would be sitting on a pretty penny.

The failed investor jab is kind of telling. Another thing pointing towards a jealous peer you know in real life perhaps? Anyways, perhaps it’s time you raise the price @Parsad. You have scrubs like me getting in after all

I get $50 worth of wisdom and wit from this forum daily

Fairfax is a 25% position otherwise I’d buy more. Starter in CI and ELV while I research them more

Same. Even Camrys are expensive these days!

BTI and MO

https://www.democrats.senate.gov/imo/media/doc/uap_amendment.pdf

Might exit Berkshire and Micron and use proceeds to buy FFH. I don’t want to sell the aforementioned but they’re not exactly cheap and the setup for FFH is sooo nice atm… Maybe I should use some margin instead … Bought some more BTI using MO and PM dividends while I contemplate.

I’ll start off with a recent one that that is rather far up on my all time list of mess ups.. 1) Bought Meta at $300ish in Nov. 2021 and exited the position in Oct. 2023. Complete amateur hour. My biggest take away, or more so reminder from this, is to invert everything - something looking back I failed to do. I would like to say this would have played out differently if I had. Zuck didn’t randomly lose his mind after running the company quite well for a decade. Young people use Instagram and old people use Facebook, and they fill different niches of social media than TikTok does (before rees at least). Etc. Etc. Also, good reminder that when it comes to tech, things can change really fast. Let me look at my notes from over the years and I’ll find something with bit a more insight and value to share.

I still have a $300 limit order sitting there partially filled…maybe in a few months

If you like lifting (and I understand you don’t want to lift heavy necessarily) looking into Jim Wendler’s 5/3/1. Besides the basic lifting, his programming has a lot of conditioning/mobility work built in. I get in a 40ish minute workout 4x per week using his principles, which includes heavy lifting, some mobility work, and some conditioning. Maybe you can adapt some of the ideas to your needs. Also look Brian Alsruhe’s stuff. He has lots of 20-30 minute conditioning templates (lots of circuit stuff with 50% squats, etc) that you might be interested in.

MSGE buying spree continues. Got a bit yesterday, more today.

More MSGE at some point today. Pretty much a full position yet I keep adding..

nibbles of MSGE throughout the day

Nice slug of MSGE and MSGS