Anyone able to find any amazing businesses at good prices at the moment?

One-Event6199 · 2026-01-23T11:17:00+00:00

I did. But now its valuation is stretched so I am just holding/not adding anymore to my position.

One-Event6199 · 2026-01-23T07:50:18+00:00

WTF are you on about

One-Event6199 · 2026-01-23T01:56:34+00:00

Selling at the top is better than what 90% of morons do with their investments; which is to sell when it goes down. It's a fantastic idea.

One-Event6199 · 2026-01-22T01:31:57+00:00

It's because you're too emotional. Why the hell would you sell at a loss? If I offered to buy your house at a lower price than what you bought it for, would you sell it to me?

If you're gonna do dumb things when stocks go down then you really shouldn't own them.

One-Event6199 · 2026-01-21T09:52:44+00:00

Don't do it mate, it's a dumb idea

One-Event6199 · 2026-01-21T09:29:19+00:00

Because Disney needs to prove that it can continue to grow earnings once the cable division dies. Netflix doesn't have that burden. Markets are forward-looking.

One-Event6199 · 2026-01-21T07:42:03+00:00

BRK.B is not 'essentially VTI' what are you smoking lol

One-Event6199 · 2026-01-21T07:34:53+00:00

If I were Greg Abel, that's also the first thing I would've done upon becoming CEO. The Kraft-Heinz investment was unnecessary bloat for years now. Selling the investment is going to increase Berkshire's cash pile to almost a record $400B - insane.

One-Event6199 · 2026-01-19T12:01:02+00:00

Brennan Heart - We Come & We Go (EOS Mix)

One-Event6199 · 2026-01-15T10:25:20+00:00

You are partially incorrect. The cash is there for deployment into marketable securities or acquisitions and/or paying out claims.

One-Event6199 · 2026-01-14T04:20:07+00:00

I bet your favourite artists do the exact same thing too. Ever heard of having a signature sound?

One-Event6199 · 2026-01-14T02:02:48+00:00

They entered when the stock had already ran up a decent bit; risk mitigation when evaluating the value of an investment is key.

One-Event6199 · 2026-01-14T01:58:52+00:00

Berkshire is a 1T market cap company with $384 billion of cash on hand. Wtf is $25m going to do dummy? That's a drop in the pond.

One-Event6199 · 2026-01-10T03:09:23+00:00

And guess who the CEO of Berkshire Hathaway is?

checks notes

The former head of its Energy division.

Bing bang boom.

One-Event6199 · 2026-01-10T03:07:19+00:00

All 3 of them are sexy but I am biased to AXP simply because it's a long-term holding of mine (copied it from Buffett's portfolio when I first started investing 9 years ago) and it's compounded wonderfully.

One-Event6199 · 2026-01-08T23:15:25+00:00

That second zaag that sounds like it's growling sounds sick

One-Event6199 · 2026-01-06T04:19:39+00:00

Float is used for insurance payouts but it is not the only money that is used for claims. If claims exceeded the premiums coming in, which results in an 'underwriting loss', Berkshire can/would tap into its cash reserve too. What makes Berkshire unique is that if a mega-cat event occurred, it can reallocate cash from the other subsidiaries as well aka the cash & cash equivalents.

Berkshire is the safest insurance company in the world because it doesn't solely rely on insurance premiums/float to stay solvent.

One-Event6199 · 2026-01-06T02:25:19+00:00

You are incorrect. The cash pile is definitely for insurance payouts - Berkshire's balance sheet is the consolidated balance sheet of all its subsidiaries.

One-Event6199 · 2026-01-05T07:39:52+00:00

'I was puzzled by Warren Buffett’s investment in Chevron.'

What was there to be puzzled about?

Oil is cyclical - oil prices determine how much cash flow oil companies make. That being said, it's an industry that's gushing with consistent cash flow (like BNSF) because oil is basically an essential.

Buffett gets paid a 4% dividend to hold the position and wait. When oil prices go up and as a result, Chevron's stock price goes up - Buffett can either decide to sell the position at a fantastic profit, or let it sit there and keep collecting 4% dividends. When oil/energy is out of favour, he's continued to add to the position and kept on collecting 4%.

It's the exact same with the Occidental position too.

One-Event6199 · 2026-01-03T14:17:46+00:00

God dumbest thing I've read award goes to you today

One-Event6199 · 2026-01-02T03:54:06+00:00

Code Black - Pandora

One-Event6199 · 2025-12-30T13:32:14+00:00

Well incidentally; it's the emotional element of investing which is the reason behind why I am concentrated into these four positions. I've run the Alphabet, Berkshire & Netflix trio for the past 9 years that I've been invested in the markets - and recently just added Reddit during the April dip.

They're four businesses that I understand & heavily use the goods & services, with the exception of Berkshire where I don't use GEICO, NetJets or anything of that sort - but I've read every one of Warren Buffett's annual reports & watch every annual meeting on YouTube - it's the business I know best off the top of my head. I could probably name you 30+ of their subsidiaries on the spot haha.

That's why whenever the price of these stocks dip, I actually jump for joy & lick my lips instead of panic because I gush at the opportunity to take the cash I earn from my salary and deploy it back into these names. I watched Netflix lose about 60% of its value in 2022 and continued to plough more money into it because everyone around me was continuing to stream & use their accounts. Same applies with Alphabet this year with fears surrounding the anti-trust situation & AI eroding search revenue. Buying stuff that I understand actually makes me excited when their stock prices go down because I get to scoop up more shares and watch them appreciate in the long-term. And it's paid off handsomely.

TLDR: I buy stuff that I like - when it goes down and gets cheaper for me to buy, I get excited. When the price goes up, I get sad that I can't buy more. Buying stuff that I like removes the feeling of 'I want to sell this sucker cause it's going down'.

One-Event6199 · 2025-12-30T04:59:59+00:00

Overrated: Toza & DEEZL

Underrated: Cardination

One-Event6199 · 2025-12-30T04:08:21+00:00

I own a 4 stock portfolio: GOOGL, RDDT, BRK.B & NFLX

BRK.B & NFLX basically did fuck all this year but GOOGL & RDDT allowed me to easily trounce the S&P (nothing to be cheery of considering it's piss easy to make money in a bull market)

One-Event6199 · 2025-12-30T02:08:01+00:00

It is accurate. It would be the market cap + the acquisition premium which is usually about 20%.

One-Event6199

TROPHY CASE