What stock have you been holding in your portfolio for the most prolonged period?
For me?
AMAZON! What an absolute beast of a business. I'm confident that Amazon will be here for at least 20 more years.
As we speak, I am up 130% in my position.
16.11.2024 21:20 β π 1 π 0 π¬ 1 π 0
Hims and Hers; Redefining Wellness and Telemedicine for a New Generation
How the Direct-to-Consumer Health Brand Is Revolutionizing Access to Personal Care, One Click at a Time
New Investment Case!
Looking for high-quality businesses to strengthen your portfolio? My latest Substack post uncovers a high-growth company with:
βοΈ MOAT
βοΈ Strong cash flow
βοΈ A compelling valuation
βοΈ Balance sheet breakdown
βοΈ And much, much more!
fluentinvalue.substack.com/p/hims-and-h...
16.11.2024 21:05 β π 0 π 0 π¬ 0 π 0
The S&P 500 is up 24,26% YTD, and the Dow Jones is up 15,30% YTD.
You're missing out if you haven't seen any gains this year. This year has to be one of the most bullish years.
How much are you up YTD? π€
15.11.2024 15:06 β π 1 π 0 π¬ 0 π 0
Screenshot showing the portfolio of the infamous investor Bill Ackman. Bill Ackman added 377.58% to his Brookfield Corp. position.
Bill Ackman & his firm Pershing Square Capital added a WHOPPING 377.58% to its Brookfield Corp. position.
Does Bill Ackman know something we don't? π±
15.11.2024 14:59 β π 0 π 0 π¬ 0 π 0
11/11 Takeaway: Even Warren Buffett has made some big mistakes β and heβs still one of the most successful investors in history. The key? Learn from each mistake, stay humble, and adapt your strategy as the market changes.
15.11.2024 14:52 β π 0 π 0 π¬ 0 π 0
10/11 Missing Out on Google $GOOGL & Amazon $AMZN: Buffett openly regrets not investing in tech giants early on, watching them grow to become massive value generators.
Lesson: Donβt be afraid of new or unfamiliar industries; they may offer growth beyond your usual picks.
15.11.2024 14:52 β π 0 π 0 π¬ 1 π 0
9/11 Energy Future Holdings (2007): This Texas utility looked promising but went bankrupt. Buffett called it a βbig mistake.β
Lesson: Even strong-seeming industries can have hidden risks. Always dig into company financials and debt structure.
15.11.2024 14:52 β π 0 π 0 π¬ 1 π 0
8/11 General Motors $GM (2008): Buffett bought into GM as it emerged from bankruptcy, but profits werenβt as substantial as expected. He sold at a loss.
Lesson: Recovery stories can be enticing but are often more challenging than they look.
15.11.2024 14:52 β π 0 π 0 π¬ 1 π 0
7/11 ConocoPhillips $COP (2008): Buffett invested heavily in this oil company before the financial crisis, losing billions as oil prices dropped.
Lesson: Avoid big moves based on timing β even the Oracle couldnβt predict the crisis.
15.11.2024 14:52 β π 0 π 0 π¬ 1 π 0
6/11 IBM $IBM (2011-2018): Buffett invested $10.7 billion in IBM, only to see it underperform compared to tech peers. He eventually sold the stake.
Lesson: Not all big brands are future-proof. Assess growth potential, not just size or brand strength.
15.11.2024 14:52 β π 0 π 0 π¬ 1 π 0
5/11 Kraft Heinz $KHC (2015): Berkshire invested heavily in Kraft Heinz, but consumer preferences shifted, hurting the brand's growth and resulting in billions in writedowns.
Lesson: Donβt underestimate shifts in consumer trends β adaptability is key.
15.11.2024 14:52 β π 1 π 0 π¬ 1 π 0
4/11 US Airways (1989): Buffett famously bought preferred stock in US Airways, only to see the airline industry suffer. He barely avoided a total loss.
Lesson: Be cautious with sectors that face heavy regulation and competition.
15.11.2024 14:52 β π 0 π 0 π¬ 1 π 0
3/11 Tesco ($TSCO) (2012-2014): Buffett invested in the UK retailer but didn't pull out quickly enough as the company struggled. A $1.7 billion stake turned into a massive loss.
Lesson: Always pay attention to red flags, even in companies you trust.
15.11.2024 14:52 β π 0 π 0 π¬ 1 π 0
2/11 Dexter Shoe Company (1993): Buffett bought this shoe company for $433 million β in $BRK.A stock! Later, the company went under due to foreign competition. The $433 million in stock would be worth billions today.
Lesson: Donβt let loyalty to an industry cloud your judgment.
15.11.2024 14:52 β π 0 π 0 π¬ 1 π 0
Even the Best Stumble: 11 Costly Mistakes from Legendary Investor Warren Buffett. (Thread π§΅)
1/11 Yes, even Buffett isnβt perfect! While Warren Buffett is a legend in the investing world, heβs made his fair share of mistakes. Hereβs a look at some of his blunders, proving anyone can slip up.
15.11.2024 14:52 β π 0 π 0 π¬ 1 π 0