-Your best investments for 2024 and beyond-

[dpetrescu]

I hate to be the broken record on here and name the same two stocks I have every year in the last decade. But it’s the:

 

1. Simpson Strongtie 

there was a cyclone on the west coast. Codes will always require more and more structural updates. My theory is Berkshire in their wildest dreams would love to acquire this but instead settle on the far nowhere close #2 MiTek 

 

2. Autodesk 

Decades long moat story still playing out

 

3. ok so one new thing I’m getting into

Basket of Chinese Tech companies

when Someone says “uninvestible” time to look closely and consider investing. They’re cheap!