Only The Lonely Can Play
Dear fellow investors,Great investment opportunities are lonely. History shows us the crowd behaviors to avoid and the investmentmarket circumstances to capitalize on. We believe we are at one of the great junctures, where the crowd thinks they unequivocally know the future. Simultaneously, they have left the stocks related to the unknowns for dead. What does history tell us about situations like this? What stocks are mega-cheap based on the unknowns?Q1 2020 hedge fund letters, conferences and moreHistory of Sure Things1972Disney and Coke were sure things at the end of 1972 in the “Nifty Fifty...
Berkshire Stock Will Continue Beat the S&P 500 Index
Warren Buffett‘s mistake with airlines is pushing Berkshire’s stock down while other things go up. This is such a reminder of 1999 when all dot-com stocks were exploding and Berkshire was down because Buffett was old fashioned. What we are seeing now is a similar situation with Buffett’s ‘HUGE’ AIRLINES MISTAKE haha. However, we take a look the investment vehicle Berkshire is and that explains the risk and reward of investing in Berkshire and why, in my opinion Berkshire stock will always outperform the S&P 500 index! We take a look at book values, equity compounding, valuation and cash flow –...