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Breft Pantslougher
@green_pumpsie
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Joined October 2017
@jbulltard1 We don't know exactly what WB's cost basis is and his preferred shares pay him an 8% dividend, which at this point is probably a billion per year. He has warrants to buy at reduced prices as well which are likely in the ballpark of the company's current price.
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@Mr_Derivatives You're acting like his NKE is somehow over. It won't be for 1-2 years. And UBER is still cheap.
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@macaronicapital @QualityInvest5 Highly doubt he would give up on NKE that fast. Not his style at all. If he takes a position that big in a new holding, it'll be around for at least a year.
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@QualityInvest5 He has massive profits on HLT and CMG. Those are possibilities. QSR and CP have been the deadest stocks over the last year or so, though.
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@QualityInvest5 BA's 8 principles: Simple, predictable, free cash flow generative Dominant Large barriers to entry High returns on capital Limited exposure to extrinsic risk we can’t control Strong balance sheet Doesn't need access to capital to survive Excellent management, good governance
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