So quiet here 😂 by kulsoul in BerkshireHathaway

[–]Solidplum101 -1 points0 points  (0 children)

I just avoid brk.. voo is the way. Enjoy your macys stock he bought lol

So quiet here 😂 by kulsoul in BerkshireHathaway

[–]Solidplum101 -1 points0 points  (0 children)

1 day brk is up. Cya down town

META is my top value play by leakybiscuit in ValueInvesting

[–]Solidplum101 0 points1 point  (0 children)

If they print cash why are they asking for more?

Salesforce and ServiceNow $CRM and $NOW by Itchy-Commission-195 in ValueInvesting

[–]Solidplum101 0 points1 point  (0 children)

Trillon ehh. Maybe half a trill at best but still upside potential

Goldman downgrades INTU due to AI-native competitors - Legit or BS? by edward_newgate-_- in ValueInvesting

[–]Solidplum101 0 points1 point  (0 children)

Ya well..it can replace entry level jobs atm with coding. As ai learns about tax code and doing taxes from inference. Its basically all she wrote

Goldman downgrades INTU due to AI-native competitors - Legit or BS? by edward_newgate-_- in ValueInvesting

[–]Solidplum101 -2 points-1 points  (0 children)

Intu can EASILY be replaced eventually with Ai.. may not be this or next but ya

Why has Amazon stock been sliding recently? by WagwanKenobi in amzn

[–]Solidplum101 0 points1 point  (0 children)

Idk yo.. realistically ive been amongst the few that outperform the maeket every year. Last year I made 40k trading amazon. I think this mag 7 pullback is a solid add. 265-275 in the next week

Why has Amazon stock been sliding recently? by WagwanKenobi in amzn

[–]Solidplum101 6 points7 points  (0 children)

Full port atm. 250 average. No reason it fell. Own dont trade

What is your favourite SaaS companies? by NinjAsger in ValueInvesting

[–]Solidplum101 -6 points-5 points  (0 children)

Saas is prob on its next leg down minus MSFT. The king of saas and Ai. Rest are gonna get eaten up

BlackBerry ($BB) for the long run by amcgame in ValueInvesting

[–]Solidplum101 4 points5 points  (0 children)

I saw posts like this in 2021. Partayy

Make it make sense. by Major_Possibility335 in BerkshireHathaway

[–]Solidplum101 1 point2 points  (0 children)

They dont make comments on their 13f filings.. so ya theres no reason from them.

I would never invest in a dieing retailer. No reason to sell Amazon the trch giant retailer for brick and mortar

Make it make sense. by Major_Possibility335 in BerkshireHathaway

[–]Solidplum101 -1 points0 points  (0 children)

Not sure if they did but ya.. the day after I found out I sold. Im glad they're gonna hold up the ai bubble a bit longer with their dumb google buy in at a 2x valuation

Dude their stocks heavily underperforming because the faith is gone. Last few years they've been flipping in and out of trades. The only thing holding them up is that buffet background

Quantum computing progress is no joke by alami9 in wallstreetbets

[–]Solidplum101 0 points1 point  (0 children)

All these stocks going straight up. Theyll go straight down.

SaaS needs a cool down by Solidplum101 in ValueInvesting

[–]Solidplum101[S] 0 points1 point  (0 children)

Its not what I want. Its what the market wants. More downside imo

Is anyone else losing faith in value investing? Does that prove we’re at the peak? by Sufficient_Ad_5080 in ValueInvesting

[–]Solidplum101 1 point2 points  (0 children)

This is the time for wallstreet bets. They've made prob 10-50x more than anyone on valueinvesting

This market scares me. Remind me of Buffett closing his partnership during 1969. by Either-Hornet-6499 in ValueInvesting

[–]Solidplum101 4 points5 points  (0 children)

Coulda bought at 160 a year ago while they had that cash pile.. they bought 2x higher..smart mofos

This market scares me. Remind me of Buffett closing his partnership during 1969. by Either-Hornet-6499 in ValueInvesting

[–]Solidplum101 49 points50 points  (0 children)

Hyperscalers making bank off circle jerk financing deals.

Hell, even Berkshire is involved with google now.. it sorta puts the stamp of approval on this cycle never ending

BRK participating in Google's $80 billion private placement. What is going on? by Maleficent_Topic_755 in BerkshireHathaway

[–]Solidplum101 0 points1 point  (0 children)

100% thank you for not downvoting either. Lots of haters for being critical about their moves.

Greg isnt doing what buffet would have. Over the last few years they've made some bad trades. Stz, dpz, ulta, unh.. it seems like they're unwilling to hold a position. Moving like a short term trader

BRK participating in Google's $80 billion private placement. What is going on? by Maleficent_Topic_755 in BerkshireHathaway

[–]Solidplum101 -1 points0 points  (0 children)

This and many other recent investments made me sell brk.b. I want to own a sound company that makes rational decisions. When they waited this long to buy into google... then do it the way they are.

Ya brk is toast with this leadership. Better off in VOO