dealraker Posted 13 hours ago Posted 13 hours ago Just realized that with Bloomstran and his massive writings that you are probably reading someone who isn't nearly as good of an investor as you are. I wrote the same with several of the others through the years who made-a-market for themselves via Buffett/Berkshire.
John Hjorth Posted 12 hours ago Posted 12 hours ago 23 minutes ago, dealraker said: Just realized that with Bloomstran and his massive writings that you are probably reading someone who isn't nearly as good of an investor as you are. I wrote the same with several of the others through the years who made-a-market for themselves via Buffett/Berkshire. It's true, Charlie [ @dealraker ], Mr. Bloomstran is indeed promotional, his letters gradually becoming an integrated part of his brand, and branding, branding of his business [read : AUM]. However, we all have our personal freedoms to decide for our selves about what to do with our saved and compounded capital. I personally use his annnually work to gauge [, with no real precision, should be said], if I'm basically at the right path [, or not], with regard to [still?] holding a monstruous Berkshire position, to keep me and my household alive in this non-zero-sum game, no matter what.
SafetyinNumbers Posted 11 hours ago Posted 11 hours ago (edited) 18 minutes ago, John Hjorth said: It's true, Charlie [ @dealraker ], Mr. Bloomstran is indeed promotional, his letters gradually becoming an integrated part of his brand, and branding, branding of his business [read : AUM]. However, we all have our personal freedoms to decide for our selves about what to do with our saved and compounded capital. I personally use his annnually work to gauge [, with no real precision, should be said], if I'm basically at the right path [, or not], with regard to [still?] holding a monstruous Berkshire position, to keep me and my household alive in this non-zero-sum game, no matter what. Hi @John Hjorth, what’s your return expectation for Berkshire (if you think about it that way)? Personally, I’m finding most active absolute return investors have high return expectations and short time frames but there are exceptions. Edited 11 hours ago by SafetyinNumbers
dealraker Posted 11 hours ago Posted 11 hours ago 18 minutes ago, John Hjorth said: It's true, Charlie [ @dealraker ], Mr. Bloomstran is indeed promotional, his letters gradually becoming an integrated part of his brand, and branding, branding of his business [read : AUM]. However, we all have our personal freedoms to decide for our selves about what to do with our saved and compounded capital. I personally use his annnually work to gauge [, with no real precision, should be said], if I'm basically at the right path [, or not], with regard to [still?] holding a monstruous Berkshire position, to keep me and my household alive in this non-zero-sum game, no matter what. As I said, you are a better investor than he is. Would I let you manage my money? Yes. Would I let him? No. And we have at least two other guys here who I'd let manage my money too and I'd never lose a bit of sleep. Ha! Just mentioning that as you say "we all have our personal freedoms...." and whatnot. Have a good day John.
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