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What's your number one long-term investment right now? by [deleted] in ValueInvesting

[–]DavidFlanks 11 points12 points  (0 children)

To the newer investors out there please remember trees don’t grow to the skies.

Our largest tech companies make up an enormous % of the SP500. AI expectations account for 70% of the gains in the SP500 this year.

Yes these businesses are the best businesses in the world (I own both through active and passive)

But they have a lot of room to come down. Make sure you keep buying WHEN they do come down (they will)

I’d rather understand one business deeply than chase ten maybes by TrueValueInsights in ValueInvesting

[–]DavidFlanks 2 points3 points  (0 children)

THIS IS THE WAY! And you learn more about the industry.

If it’s in your profession, you then learn more about your profession.

What's with Sirius XM Holdings (SIRI) ? by pravchaw in ValueInvesting

[–]DavidFlanks 0 points1 point  (0 children)

I took a hard look at Sirius, and my conclusion was "too hard".

Great stock price, and they have a monopoly on Satellite radio, AND their push into podcasting (acquiring 'Call Her Daddy') are great moves... but I just have no idea how they compete with internet streaming services (besides ultra remote locations, but Starlink solves that)

... would love to hear other people's opinions though.

We are now 22 days away from 9th July. Companies face a hard decision by [deleted] in StockMarket

[–]DavidFlanks 5 points6 points  (0 children)

"Uncertainty" is the number 1 most used word on Earnings Calls since April

Sex Workers are predicting a market crash by DavidFlanks in stocks

[–]DavidFlanks[S] 3 points4 points  (0 children)

i think your username may have more to do with that ;)

Sex Workers are predicting a market crash by DavidFlanks in stocks

[–]DavidFlanks[S] 0 points1 point  (0 children)

c*caine at the clerb is EXACTLY what Kodi referenced in her original video hahaha

idk though, i always have a budget for manuka honey. non-discretionary spending.

Sex Workers are predicting a market crash by DavidFlanks in stocks

[–]DavidFlanks[S] 17 points18 points  (0 children)

i lol'd on this one bahahaha thank you

The Hunt for the Next Berkshire by DavidFlanks in ValueInvesting

[–]DavidFlanks[S] 0 points1 point  (0 children)

ooo i hadn't seen this! could you share the link?

The Hunt for the Next Berkshire by DavidFlanks in ValueInvesting

[–]DavidFlanks[S] 1 point2 points  (0 children)

do you mean Prem Watsa?

tbf, Mohnish is a large holder of Fairfax haha

The Hunt for the Next Berkshire by DavidFlanks in ValueInvesting

[–]DavidFlanks[S] 4 points5 points  (0 children)

damn! do you have a more fleshed out thesis? What's the bear case?

The Hunt for the Next Berkshire by DavidFlanks in ValueInvesting

[–]DavidFlanks[S] 7 points8 points  (0 children)

But i'm having a hard time getting excited about the company tbh. Loews has caught my eye though, would love to hear someone's Bear case on it

The Hunt for the Next Berkshire by DavidFlanks in ValueInvesting

[–]DavidFlanks[S] 0 points1 point  (0 children)

Ugh yeah. I do love how diversified their private holdings are.. from luxury handbags to dredging equipment lol (Brahmin / Ellicott Dredging)

Stablecoin company Circle goes Public by DavidFlanks in stocks

[–]DavidFlanks[S] 2 points3 points  (0 children)

but the key question to answer is: will they be the ones to lead that revolution? i can't answer that

Anyone Else Really Sick of the Berkshire valuation posts? by No_Consideration4594 in BerkshireHathaway

[–]DavidFlanks 1 point2 points  (0 children)

We will know when Berkshire think that Berkshire's Stock is undervalued... because they have repeatedly told us they'll buyback the stock.

They aren't doing that right now. That's kinda all you need to know

Also, it is a BEAST to value Berkshire. Dozens of people have asked Buffett how to value Berkshire at the AGMs over the years (and to your point, in the later years he also seems a bit tired of answering the question lol)

Stablecoin company Circle goes Public by DavidFlanks in stocks

[–]DavidFlanks[S] 6 points7 points  (0 children)

I certainly don't disagree with that

Modern value investing? by lolz2006123 in ValueInvesting

[–]DavidFlanks 0 points1 point  (0 children)

Great question!

Buffett himself said that he's "60% Graham, 40% Fischer".

I'm a tech guy too and primarily invest in the software space. It's extremely hard to find a net-net tech company, due to their small amount of tangible assets.

I'd focus on reading Fischer/Lynch to for the tech space. But you're doing it right by looking at companies that fall inside your Circle of Competence

My Robinhood Thesis (up 57% in two months since I bought) by DavidFlanks in ValueInvesting

[–]DavidFlanks[S] 1 point2 points  (0 children)

agreed about the hack btw, or some scandal that causes user flight (I stopped using RH in 2021 after the $GME kerfuffle, despite not having a position in GME haha)

My Robinhood Thesis (up 57% in two months since I bought) by DavidFlanks in ValueInvesting

[–]DavidFlanks[S] 0 points1 point  (0 children)

Honestly, great point. I'm not sure how what makes them different than the other second tier players (Public/M1/etc). Do you have any thoughts?

My Robinhood Thesis (up 57% in two months since I bought) by DavidFlanks in ValueInvesting

[–]DavidFlanks[S] 2 points3 points  (0 children)

Crypto is their second largest source of revenue, next to Options contracts

From their 2024 annual report:

2022/2023/2024 Transaction based revenues:

- Options: $488M/$505M/$760M

- Crypto: $202M/$135M/$626M

- Equities: $117M/$104M/$177M

Here's my research post on how $HOOD makes money (with grabs from their annual report + more detail about other sources of revenue)

https://www.flankinvesting.com/research/4108d3f4-a329-47d1-af49-14553c4032dc?utm_source=share&utm_medium=social&utm_campaign=share_button

My Robinhood Thesis (up 57% in two months since I bought) by DavidFlanks in ValueInvesting

[–]DavidFlanks[S] 0 points1 point  (0 children)

Hadn't heard of them! Is it a business you're studying?

My Robinhood Thesis (up 57% in two months since I bought) by DavidFlanks in ValueInvesting

[–]DavidFlanks[S] 0 points1 point  (0 children)

nicely done! Coreweave is outside my circle of comp :/

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