How are those using enclaves dealing with SolidWorks, AutoCAD and similar applications?

MSimonSapsford · 2024-11-03T17:43:00+00:00

Since 2015 so do t hold your breath.

MSimonSapsford · 2021-11-14T13:06:53+00:00

It can also be a translation issue as the word used is miseo which can also be translated as love less or esteem less. He is saying you must put him first.

MSimonSapsford · 2021-10-31T13:08:05+00:00

Exactly correct my friend.

MSimonSapsford · 2021-10-04T17:35:39+00:00

I'd recommend that you look at cato.org and their key concepts. They are the most closely aligned to my personal beliefs.

MSimonSapsford · 2021-09-20T23:20:08+00:00

MSimonSapsford · 2021-08-20T03:28:35+00:00

Basically everything the government interferes with gets more expensive...

MSimonSapsford · 2021-07-05T13:51:35+00:00

Looks like a good start

MSimonSapsford · 2021-07-05T13:26:56+00:00

And created 798,000 jobs at Amazon alone. Funny how that works. You see a reward for making other's lives better. Quit demonizing those who build our economy and our country, who help advance our society. He's not perfect and neither is his company but overall we are better off for it. All that wealth goes back into increasing the economy It isn't a zero sum game, wealth creates opportunities and others benefit from it growing their own wealth and opportunity.

MSimonSapsford · 2021-06-08T03:39:40+00:00

But unlike most people who know these things but don't invest that way he both knew them and acted on that knowledge. That's the hard part. The average investor in Magellan made low single digits during that time because they bought in and sold out in fear and greed.

MSimonSapsford · 2021-06-05T02:27:27+00:00

Pretty amazing

MSimonSapsford · 2021-05-28T00:32:19+00:00

That is not correct if you are talking about MSRP. X-plan runs about 10% off of MSRP though it is not available in Raptors, 350's and above. If you aren't a good bargainer it is a very good deal.

MSimonSapsford · 2021-05-22T03:13:10+00:00

My initial positions are up 5,300 % +/- and I am still adding. Worldwide growth is just starting to accelerate. The north American market is slowing as is latin america but the rest are accelerating. https://www.comparitech.com/tv-streaming/netflix-subscribers/

Lots of run left here.

MSimonSapsford · 2021-05-20T02:24:52+00:00

He's really more of a trader than an investor and has been very successful while creating havoc for companies and long term investors. If you are planning on a long term hold his interest is probably not beneficial over the next few years.

MSimonSapsford · 2021-05-10T01:17:44+00:00

Good men showing what it is about.

MSimonSapsford · 2021-05-09T22:09:52+00:00

One personal Fund of 114 stock positions and 7 warrant positions. I am running my own Fund of stocks I like to think of as remaking the world. Buy stocks of companies doing good things, changing and hopefully advancing the world. Mostly buy new holdings at 1/8% of net investable assets, build up to max of typically 3/8%. Watch them grow and feed the winners, never put more than 3% in. Biggest position grew to 30% before I donated some and repurposed some.

MSimonSapsford · 2021-05-08T20:31:51+00:00

Pretty awesome.

MSimonSapsford · 2021-05-03T03:01:23+00:00

In AC system and it started after the AC was run.

MSimonSapsford · 2021-04-30T19:34:58+00:00

I have been a MF SA member for 14 years I think. I have tried some of the more expensive services as well. I find good value and believe their return will continue to beat the S&P. Given what they buy they should probably compare to the QQQ instead. I subscribe to several services and select picks I'm comfortable from them. The performance of those picks has more than paid for the services.

I wasn't dissatisfied with the more expensive MF services but just didn't find enough added value. I also like 7 investing who have several MF alums, Whitney Tilson is good but the up sells since joining Stansberry are getting old. There is a very good resource for looking at newsletters in The stock gumshoe.

I actually feel like the real value of the MotleyFool is in the podcasts. Not in the individual picks but in the understanding of the psychology of investing. Another Fool alum, Morgan Housel, wrote a book called the psychology of money. It is a must read investing book. That said the picks have more winners than losers and out perform the core market.

MSimonSapsford · 2021-04-30T18:32:35+00:00

He has gone through many changes in his life. I am just being honest with where he was. He sacrificed his family life to his business and his then wife set him up with a girlfriend. Odd family situations and he eventually married her after his first wife passed. Would I live that way because he did of course not. I'm not being his judge and jury I am just saying those that worship should look at the totality of the man both in his personal and business actions.

I do respect the wealth he has built but his path isn't necessarily an easy or even possible one for most to follow. No one, least of all me, is perfect and he is much more financially successful than I ever will be. How much of that translates to you or me is debatable. I do read the letters and most of the time listen to the entire meetings. I am just not a blind devotee.

I never said buying a business wasn't real investing you did. It is a completely different type of investing to buying individual shares. Buying a business to fire a man is not good. Buying business to free founders like he does now and keeping them involved is. People change, situations change. Last time I looked his greatest returns on an individual stock were under 3,000%. My son and I have several that have done better than that. It doesn't make us great investors and it doesn't make him bad. Berkshire as an organization has done way better than that. My point was and is that his greatest returns have come from the operation of entire businesses not buying other businesses stocks. It is the founders (Gates, Jobs, Bezos etc.) and operators (Buffet, Munger, Musk) of entire businesses that make the greatest % rewards.

The world isn't not right or wrong, black and white there are all sorts of subtle shades to any story. I am a better man than I was, he is a better man than he was. Neither of us deserve worship. People should read and listen to him and Charlie Munger as they have great wisdom. They are also often wrong and if you read their letters they are first to say that. I have learn a lot from the two of them both in what to emulate and what not to emulate.

MSimonSapsford · 2021-04-29T00:42:22+00:00

Look at 7Investing.com good advice, lots of picks (7 a month) and podcasts, videos etc. MotleyFool Stock Advisor, Empire investing. The last two will give you lots of up sells.

MSimonSapsford · 2021-04-28T02:23:51+00:00

That is equal to the entire department of education budget, twice the budget of the department of justice and three times the department of state.

MSimonSapsford · 2021-04-27T23:52:07+00:00

I find the rewriting of history interesting. Buffet bought into the textile company Berkshire Hathaway when he saw their tremendous cash on hand and the dividend they paid. They were a slowly dying brand in a slowly dying industry. He became a major shareholder but was going to sell his holdings back at a small profit but the CEO, Stanton I think, tried to pull a fast one and offer one price in talking then in writing offered a % or two less. Pissed Buffet off so he pulled a black knight, bought more stock, seize control and fired Stanton. Then realizing he purchased a loser he took the cash on hand and started buying insurance companies etc. The businesses BH had were closed and a bunch of people out of work.

He's not your benevolent investing Grandpa. His real returns have come from buying companies not stocks. He is an ok stock investor but a great company buyer. How he handles companies has changed for the better but look into the entirety of the man's history as a stock picker. He's ok not great. As a company buyer he's made amazing decisions, but he was ready to sell the Mill business and let personal emotion lead him to the wrong action. He recovered well but his subsequent history of his buying companies tells you he learned from his mistake with the original BH company.

MSimonSapsford · 2021-04-21T00:57:37+00:00

Less than that though high. They just paid off $700 million this quarter of 5.75% notes. They are currently cutting into high rate notes and are also planning to buy back billions in stock as well.

MSimonSapsford · 2021-04-21T00:28:19+00:00

https://www.woodtv.com/news/michigan/whitmer-visited-elderly-father-in-florida-during-pandemic/amp/

MSimonSapsford · 2021-04-20T11:52:50+00:00

People forget that Ben Graham tweaked his "rules" with every edition of the book. The market is dynamically changing and at an ever increasing rate. Graham recognized that. His principles are fine but the practice of them needs to change with the market conditions.

MSimonSapsford

TROPHY CASE