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Last Seen Profiles
selling $fb at the lows and rotating into $amzn for the bloodbath tomm.
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Soros/Druck on each other. "Soros's great gift was how to use leverage, and how much money to have down based on the risk/reward"
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Wow Li Lu all in on the metaverse! Thought he would have sold $fb
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Munger on the need to keep holding quality even when valuation gets silly
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You probably know this old Druckenmiller story, but just in case, good lessons here
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This whole game is impeccably designed to get you obsessing about shit that don't matter.
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mistake i make over & over: buying a new idea when I should've just added to an existing name. Sucker for shiny objects. 🤦
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Third Point on $amzn
".. company is now at an inflection point that should usher in an improvement in various metrics"
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The greatest businesses pretty much always make you feel like ur too late.
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Always wish I could've seen Munger's reaction to this email Ackman sent him on Valeant.
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Damn, maybe 80x sales isn't a fair price for a company after all.
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Zuck - "we will effectively transition from people seeing us as primarily being a social media company to being a metaverse company”
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Fundsmith - "The sort of stocks which trade on low enough valuations to attract value investors are unlikely to be those which we seek"
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Loving all the $baba advice from ppl who 'know someone' from China. Thanks.
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"Jassy recently told his deputies that Amazon could become a $10 trillion company—the world’s largest by valuation—over the next decade. "
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Cheapest way for $aapl to do buybacks is to buy Berkshire. It's 2020 so this will happen.
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Terry Smith says Berkshire will cease to exist after Buffett. No point having conglomerate with such low returns. (old video, at end)
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$brk's investment in $mco is a 38 bagger. Doing nothing is frequently the correct trade.
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Sam Walton - When you're too close, it's easier to misunderstand an opportunity
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Took me a long time to really comprehend how little of the information I consume is actually required.
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When I look back at my old portfolios its like I'm looking at the decisions of someone who hated money.
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$dpz "splitting is an economically rational choice"
Guess this is why there's a Starbucks at every corner.
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Be like Druck. Say we're in a bubble but keep buying fangm.
Get the attention & the money.
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Going quantitative is the more sure approach, but the big money comes from good qualitative insight.
- W. Buffett ('67 letter)
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Druckenmiller: "you need the courage to bet big, and to bet concentrated, but also the courage to fight your own emotions."
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Guys we shouldn't feel entitled to judge the worthiness of how someone else pursues their happiness. The bezos takes are getting sad.
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Is Tencent's investment portfolio now worth more than half its market cap ? Any recent numbers on this?
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If $iac can't find a tech stock to buy, how the hell am i supposed to.
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Soros: A boom-bust process is set in motion when a trend and a misconception positively reinforce each other.
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Having confirmation bias for breakfast 🔥
$GOOG pt raised to $3350 from $2755 - Credit Suisse
$FB Facebook new price target of $480 - Credit Suisse
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Also $goog longs have been denied praise on here for some time & it must end now. Great job guys, much love. 🙃
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"if u don't react with equanimity
when C.Munger leads u to the ccp for a kick in the nuts... you're not fit to be a common shareholder."
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Barrons on $amzn: will do well this year bcuz it sucked last year. That is all.
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"Among higher performers I spoke with, a desire to fire more people was both surprising after a year of massive layoffs, and universal. “You could cut the headcount by 50%,” one engineer said, “and nothing would change" $goog
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Generally, taking in heavy amounts of macro-economic analysis will talk you out of stocks. For me, more harmful than merely wasting time.
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$goog employee at meeting last week: "Googlers have not received meaningful compensation increases! "
Ruth: "Our priority is to invest in growth"... "Revenue should be growing faster than expenses" 🔥
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Fundsmith with a new $amzn position. Wonder if they ended up dumping $fb. Hearing Terry Smith support metaverse capex would be some twilight zone level shit.
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Francois Rochon: "The only thing that prevented me from investing 23 years ago was the P/E ratio of Starbucks. I remember it was trading at 40 times earnings. That was way too high for me... I didn't look lately, because it's too painful"
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I missed many great investments because of anchoring bias. I think Buffett's swing at apple, with its conviction & enormity, can shock you out of this destructive behaviour if you let it.
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Kahneman- "For some of our most important beliefs we have no evidence at all, except that people we love and trust hold these beliefs. Considering how little we know, the confidence we have in our beliefs is preposterous."
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Fascinating that Chris Hohn has almost a quarter of his fund in railroads. Has he ever commented on why he loves them so much? Looks like he doesn't do interviews.
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I may be a nut, but most of mega-cap tech still feels reasonably cheap to me.
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$fb and $goog are becoming free cash flow monsters with nowhere to spend their cash other than buybacks.
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Missed this funny story on how the Winklevoss twins got $65 mil from Zuck.
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