
jeffsreng
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Everything posted by jeffsreng
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Whitney Tilson is shutting down his hedge fund
jeffsreng replied to Liberty's topic in General Discussion
This is my last post. If I don't see the contract in 2 months, I know what type of people I'm dealing with. Have fun everyone and please be safe out there. -
Whitney Tilson is shutting down his hedge fund
jeffsreng replied to Liberty's topic in General Discussion
It is open to anyone who can beat his record. I will give anyway 1 million dollar. -
Whitney Tilson is shutting down his hedge fund
jeffsreng replied to Liberty's topic in General Discussion
He knows all my businesses. I spoke while I typed. -
Whitney Tilson is shutting down his hedge fund
jeffsreng replied to Liberty's topic in General Discussion
All talk and no action. My lawyer is waiting for the contract. Don't worry my short position will pay for the prize. -
Whitney Tilson is shutting down his hedge fund
jeffsreng replied to Liberty's topic in General Discussion
Email me the contract and thank you for setting this up. Let the game begins. -
Whitney Tilson is shutting down his hedge fund
jeffsreng replied to Liberty's topic in General Discussion
If you have balls, you would go out there and beat his record first. Then I will pay up. I'll give you as many years it takes. I'm a patient guy:) -
Whitney Tilson is shutting down his hedge fund
jeffsreng replied to Liberty's topic in General Discussion
My dare still stand if anyone want to make a million dollar. -
Whitney Tilson is shutting down his hedge fund
jeffsreng replied to Liberty's topic in General Discussion
If it so easy - why don't you have your own fund or business. All talk and no action. -
Whitney Tilson is shutting down his hedge fund
jeffsreng replied to Liberty's topic in General Discussion
I dare you to open your own fund or business. It is not easy. I triple dare you. I'll give you a million buck if you can out perform him. -
Whitney Tilson is shutting down his hedge fund
jeffsreng replied to Liberty's topic in General Discussion
Business 101 is selling. If you ever run your own business, you know how difficult it is to SELL. I admired him and learn a lot from him. Much respect. -
Once a business investor will always be a business investor. He will always be in the game.
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FYI: Questioning Conventional Wisdom in the COVID-19 Crisis, with Dr. Jay Bhattacharya https://www.npr.org/2020/04/12/832682454/how-antibody-tests-can-inform-public-policies-to-mitigate-coronavirus-pandemic
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Do you think this will be worst than the Great Recession?
jeffsreng replied to valueinvestor's topic in General Discussion
"We've printed $186 trillion worth of money over the past 20 years [quantitative easing] to generate only $46 trillion of GDP growth.." Jeff Booth "Debt is being created that can never be repaid." https://www.amazon.com/gp/product/B08334WFSQ/ -
Do you think this will be worst than the Great Recession?
jeffsreng replied to valueinvestor's topic in General Discussion
FYI: https://www.bloomberg.com/news/articles/2020-04-14/imf-says-great-lockdown-recession-likely-worst-since-depression -
I wish him well and great health. I've learn a lot from him. Thank you so much. Best wishes. https://www.dropbox.com/sh/6u8mzy1k7sh94f3/AADhsCTrGrLdwMdECr-oUtH1a?dl=0 http://minesafetydisclosures.com/fund-shareholder-letters
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No position: Buyer 100,000 $SLV Jan2021 $30/$35 bull call spreads for 14 cents potential 3500% return if it hits ---Silver https://www.macrotrends.net/1470/historical-silver-prices-100-year-chart
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I would add more capital to your highest conviction idea instead of adding commodities to your portfolio. Your biggest winner will make the majority of your earnings in the long run. LOL - "Gold is money, everything else is credit." JP Morgan 1912
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You don't have to be a trader. I only have ONE short position. "Watch out for people who think it's embarrassing not to know." - Ray Dalio
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BRK can delay public filings/announcements with SEC approval not to move markets. They done it before.
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If you don't know much about commodities, just do a PASS. You don't need diversification or hedging to do well. Do your own research. I have no position but if you study 5000 years of copper, you can short copper.
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Great Businesses from March 2009 bottom
jeffsreng replied to jeffsreng's topic in General Discussion
"There are two kinds of people who lose money: those who know nothing and those who know everything." - Henry Kaufman -
Great Businesses from March 2009 bottom
jeffsreng replied to jeffsreng's topic in General Discussion
Permanent loss of capital is part of investing. I haven't meant anyone who didn't lose their capital before. As long as you have 6 out of 10 winners, you have capital to battle another day. -
Great Businesses from March 2009 bottom
jeffsreng replied to jeffsreng's topic in General Discussion
The biggest mistakes an investor can make are Omission and NOT holding it longer. You can 10X with these names. I'm making a list for my teenage cousins to study :) -
Booking Holding (BKNG) Expedia (EXPE) Netflix (NFLX) United Rentals (URI) Ulta Beauty (ULTA) Broadcom (AVGO) Align Technology (ALGN) Old Dominion Freight (ODFL) AerCap Holdings (AER) Tenneco (TEN) Signet Jewelers (SIG) Domino Pizza (DPZ) Monster Beverage (MNST) Keurig Dr Pepper (KDP) Lululemon Athletica (LULU) Salesfore (CRM) Google (GOOGL) Apple (AAPL) Visa (V) Microsoft (MSFT) Amazon (AMZN) Facebook (FB) Tencent (TCEHY) Baidu (BIDU) NetEase (NTES) Nvidia (NVDA) AMD (AMD) Micron (MU) American Tower (AMT) Moody's (MC0) O'Reilly Automotive (ORLY) AutoZone (AZO) Mastercard (MA) Ross Stores (ROST) CarMax (KMX) SBA Communications (SBAC) UnitedHealth Group (UNH) Estee Lauder (EL) Intuit (INTU) Credit Acceptance Corp (CACC) Versign (VRSN) Fair Isaac (FICO) Adobe (ADBE) Paycom Software (PAYC) Kweichow Moutai Co. Starbuck (SBUX) HomeDepot (HD) Chipotle Mexican Grill (CMG) Winnebago Industries (WGO) NVR (NVR) Am I missing any other great business? I'm creating a CoBF Top 50 mutual fund 8) Thanks.
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Do you think this will be worst than the Great Recession?
jeffsreng replied to valueinvestor's topic in General Discussion
FYI: