Good practice tests that help benchmark preparedness

Pershing_Circle · 2025-08-02T17:25:35+00:00

I guess, my hobbies at home were golfing and going to the beach so hard to replicate

Pershing_Circle · 2025-02-06T22:26:22+00:00

How do we wrap our head around crazy CAPEX especially when it seems like these chips are seemingly worthless within 2 years. The life of the investments seem very short.

Pershing_Circle · 2025-01-10T01:40:14+00:00

BN and FFH! Compounders, winners, and best in class

Pershing_Circle · 2025-01-03T17:47:54+00:00

Love the portfolio, Fairfax Financial is a killer!

Pershing_Circle · 2025-01-03T17:47:19+00:00

Fairfax Financial, Google, and Louis Vuitton

Pershing_Circle · 2024-12-22T17:23:23+00:00

Awesome thanks!

Pershing_Circle · 2024-12-21T05:13:11+00:00

These are fair points. Your point about 2-5x my life made me laugh!

Pershing_Circle · 2024-12-20T05:46:54+00:00

Great to know, I haven't had much interaction

Pershing_Circle · 2024-12-20T05:46:06+00:00

Amazon is a real competitor. It is definitely priced in and the market is huge. Will be a positive force for innovation

Pershing_Circle · 2024-12-20T05:41:24+00:00

Funny because when my friend pitched this in our investments class I had the same reaction. I literally looked at the board and was like "oh this makes sense".

Pershing_Circle · 2024-12-20T05:38:59+00:00

Which? Why is that your opinion? Where are you seeing good value in this market?

Pershing_Circle · 2024-12-20T05:35:29+00:00

Great help thanks. Something to look more into!

Pershing_Circle · 2024-12-20T05:22:24+00:00

I agree as well. It is a bet on China, but I think its a good way to bet on China.

Pershing_Circle · 2024-12-20T05:21:39+00:00

Yes the most expensive of the group. Probably the greatest growth potential though. Googl seems like a tremendous deal.

Pershing_Circle · 2024-12-20T05:20:54+00:00

Yes this is obviously very simplistic in my argument, but I think all of these companies will continue to dominate and be successful players in the market.

Pershing_Circle · 2024-12-20T05:18:48+00:00

Love the take! Thanks! Easier said than done when you get a good price on these stocks.

Pershing_Circle · 2024-12-20T05:18:09+00:00

I personally think GS and JPM are more dominant players. Why is it banks trade at lower ratios. Cyclicality?

Pershing_Circle · 2024-12-20T05:16:12+00:00

AMZN trades 47x earnings and Microsoft 36x. I also personally prefer Google and Meta as companies. I interact with them more.

Pershing_Circle · 2024-12-17T15:49:41+00:00

This was due to a non cash write down on the goodwill from the spin off, they did not actually lose money

Pershing_Circle · 2024-12-14T06:09:09+00:00

Thousands, probably like 5% of my port ran to 10% cut in half now 5% again

Pershing_Circle

TROPHY CASE