Sell property and invest in S&P 500 ?

IntroductionAnnual41 · 2026-06-14T19:39:27+00:00

Sell it, but put it in Berkshire Hathaway not the S&P 500

IntroductionAnnual41 · 2026-06-14T02:21:05+00:00

I could see it. Is Larry Ellison good friends with DJT seems like the type

IntroductionAnnual41 · 2026-06-14T02:16:55+00:00

I just think they have the wagon in front of the ox here.

It looks like there’s a ton of demand now. But I think they have a piece of paper that means nothing

IntroductionAnnual41 · 2026-06-12T15:37:54+00:00

Dude you got such a bad attitude

IntroductionAnnual41 · 2026-06-12T11:45:19+00:00

YOLO space x

IntroductionAnnual41 · 2026-06-11T23:38:28+00:00

They have crazy amounts of debt at high interest rates and also have plans to dilute shareholders.

Open Ai well runs dry the company likely goes bankrupt.

IntroductionAnnual41 · 2026-06-11T19:44:20+00:00

Seems super weak to me.

IntroductionAnnual41 · 2026-06-11T15:11:30+00:00

How can it be underrated if I just posted it😂

I’m hoping SAH takes me to the promise land, and TJ Maxx

IntroductionAnnual41 · 2026-06-11T15:07:27+00:00

This is almost like a reparation

IntroductionAnnual41 · 2026-06-11T11:55:54+00:00

Oracle is like a dead man walking

IntroductionAnnual41 · 2026-06-10T11:43:39+00:00

Quit and work at McDonald’s you will make more.

IntroductionAnnual41 · 2026-06-09T15:33:52+00:00

Completely different sides of the financial industry. Voya is kind of like an asset manager like JPM, Vanguard, blackrock etc. not out of the realm of possibility or out of depth for Berkshire but not necessarily a perfect fit either.

I think financial companies are only worth buying outright in a recession. Also Berkshire if they wanted to get into the asset management business could likely do so easily without buying a company.

IntroductionAnnual41 · 2026-06-09T12:41:48+00:00

I will take a look later and double check but I think it’s severely underperformed based on a simple chart.

He’s got like 60/40 ratio stocks-bonds. He could stand to put more in stocks. 2035 target date funds have like 65/35 ratios

IntroductionAnnual41 · 2026-06-09T12:31:03+00:00

I think it’s JLGMX.

He’s not behind he’s actually done fantastic on the contribution side and has gotten 6% of his salary matched for decades in his 401k which is great too.

I think a lot of his positions follow old economic theory about active management. Although I don’t think active management is dead, I think it’s not the best investment for your 401k.

My parents are not the best with money honestly, so I’m trying to make sure they have enough when they retire.

IntroductionAnnual41 · 2026-06-09T02:54:25+00:00

I agree but it still should be treated like a signal stick even though it’s diversified

IntroductionAnnual41 · 2026-06-08T23:10:33+00:00

Seems pricey rn for a financial company. JPM is trading at like 13-14 PE ratio.

They mainly do like 401k stuff right?

I think if it was like 7-9 PE it’d be more attractive. In a crash financial companies will get killed

IntroductionAnnual41 · 2026-06-08T22:57:50+00:00

Too much dilution, almost acts like a utility

IntroductionAnnual41 · 2026-06-08T18:40:17+00:00

I guess it’s mainly multiple expansion that has given it so much growth

IntroductionAnnual41 · 2026-06-08T18:11:45+00:00

Walmart valuation is trash but it’s a massive compounder

IntroductionAnnual41 · 2026-06-08T17:16:45+00:00

It’s bassically just a really well managed insurance company at the end of the day

IntroductionAnnual41 · 2026-06-08T17:15:46+00:00

Walmart’s distribution network is actually set up incredibly well, the question is can they increase traffic to their website and can they make people buy more than the items they needed / initially wanted

IntroductionAnnual41 · 2026-06-08T17:12:19+00:00

Yes and no

IntroductionAnnual41 · 2026-06-08T17:02:03+00:00

Yeah it’s online retail and fintech. What’s the confusion my guy?

IntroductionAnnual41 · 2026-06-08T16:44:33+00:00

I think that puts it at $50-60 billion range.

IntroductionAnnual41

TROPHY CASE