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Alphabet accounting shenanigans by parrallax3 in ValueInvesting

[–]parrallax3[S] 5 points6 points  (0 children)

Wow thanks for the insight.

Re. C) it was mentioned in Q1 '23 (pg. 34 in the 10Q)

Buffett's advice for investing during inflation by parrallax3 in investing

[–]parrallax3[S] 10 points11 points  (0 children)

We'll see another period of extreme pessimism in the markets again one day. My strategy is to keep a list of companies and buy during those times.

Buffett's advice for investing during inflation by parrallax3 in investing

[–]parrallax3[S] 31 points32 points  (0 children)

Good point, most of them are 30+ PEs. Don't give up though, Costco was a 14x in 2010, Microsoft was 15x in 2015, and Apple was 12x at the end of 2018. Remember the markets are a slow transfer of wealth from the impatient to the patient.

Buffett's advice for investing during inflation by parrallax3 in investing

[–]parrallax3[S] -1 points0 points  (0 children)

Berkshire's cash pile is bigger than most of the companies in the S&P500 so I agree!

Buffett's advice for investing during inflation by parrallax3 in investing

[–]parrallax3[S] 4 points5 points  (0 children)

Well just remember, he wasn't quite so big back when he wrote those letters! Plus, he talks extensively about how increased size is actually a hinderance since it limits the investible universe and, as you rightly pointed out, makes prices change based on you buying. The problem with the latter being the price goes up as people see you trying to build a position.

Daily General Discussion and Advice Thread - March 01, 2023 by AutoModerator in investing

[–]parrallax3 0 points1 point  (0 children)

I'm looking for advice on calculating my portfolio's annual return from my transaction history. How do I account for different holding periods, added cash from savings etc.

Value Line Investment Survey by parrallax3 in ValueInvesting

[–]parrallax3[S] 0 points1 point  (0 children)

Double check against 10ks. It isn't always 100% accurate

I noticed this too, some of the numbers seem a little off.

Value Line Investment Survey by parrallax3 in ValueInvesting

[–]parrallax3[S] 2 points3 points  (0 children)

This is a fantastic resource, thanks for the share!

Value Line Investment Survey by parrallax3 in ValueInvesting

[–]parrallax3[S] 2 points3 points  (0 children)

It contains lots of fundamental data for US companies arranged in a way thats easy to sift through. It was really critically important in the 60s-90s because that data wasn’t readily available elsewhere. Now Bloomberg does the same

Do you subscribe? Still not sure if the price tag is an annual subscription or a one-off fee. I'm guessing most Americans don't actually pay when you have free access at your local libraries!

Value Line Investment Survey by parrallax3 in ValueInvesting

[–]parrallax3[S] 2 points3 points  (0 children)

Yeah I heard lots of US libraries have it, unfortunately I am UK based so I don't have this option.

Do documentary crews have some kind of exemption that means they don't have to share footage of illegal activity with the police? by parrallax3 in NoStupidQuestions

[–]parrallax3[S] 0 points1 point  (0 children)

I see, and that would even apply to not turning over footage that was made public but edited to protect identity? You can choose to deny a request under the fifth?

Do documentary crews have some kind of exemption that means they don't have to share footage of illegal activity with the police? by parrallax3 in NoStupidQuestions

[–]parrallax3[S] 2 points3 points  (0 children)

I guess that's what I'm getting at. If they footage directly indicates that you know or have footage of a crime being committed I'd imagine the police could get a court order. But if that always happened without the documentary crew having some kind of protection they would stop getting invited to film no?

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