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100 most recent posts by ajm101✭Shrewdness 5

	Author	Board	Recs	Date
Walmart?	ajm101	Falling Knives	3	08/20/26
Re: Greg Abel's upcoming Tokyo trip	ajm101	Berkshire Hathaway	7	08/19/26
Re: Starting a Business	ajm101	Millionaire Shrewds	1	08/17/26
Re: Starting a Business	ajm101	Millionaire Shrewds	1	08/17/26
Starting a Business	ajm101	Millionaire Shrewds	2	08/15/26
Re: UI, ZTS, PRIM, SHAK, and FSLY	ajm101	Falling Knives	1	08/15/26
Re: Control Panel: The real economy without AI	ajm101	Macroeconomic Trends & Risks	3	08/05/26
Re: Jassy on AI infrastructure economics	ajm101	Berkshire Hathaway	4	08/04/26
Re: A few subjects backfilled	ajm101	Shrewdsmith	-	08/03/26
Re: OT - FT article	ajm101	Falling Knives	7	07/18/26
Re: Kitchen Sink	ajm101	Conagra Brands	2	07/15/26
Re: IBM Crash	ajm101	Berkshire Hathaway	2	07/15/26
The current drop	ajm101	IBM	4	07/15/26
Re: Poorly performing value traps I am buying	ajm101	Falling Knives	13	07/12/26
Re: Poorly performing value traps I am buying	ajm101	Falling Knives	2	06/29/26
Re: Poorly performing value traps I am buying	ajm101	Falling Knives	-	06/29/26
Re: Make Berkshire Compound Again!	ajm101	Berkshire Hathaway	5	06/07/26
Re: Berkshire indirectly gave SpaceX $30B	ajm101	Berkshire Hathaway	-	06/06/26
Berkshire indirectly gave SpaceX $30B	ajm101	Berkshire Hathaway	12	06/06/26
Re: Small Business ess & AI	ajm101	Macroeconomic Trends & Risks	8	06/06/26
Re: Small Business ess & AI	ajm101	Macroeconomic Trends & Risks	-	06/05/26
Hans Christian Andersen	ajm101	US Policy	12	06/05/26
Poorly performing value traps I am buying	ajm101	Falling Knives	13	06/01/26
Re: Jamie Dimon, may 29th	ajm101	Berkshire Hathaway	2	06/01/26
Re: Valuation loop	ajm101	Berkshire Hathaway	9	05/31/26
Re: Valuation loop	ajm101	Berkshire Hathaway	10	05/31/26
Re: My Way	ajm101	Macroeconomic Trends & Risks	2	05/29/26
Re: My Way	ajm101	Macroeconomic Trends & Risks	6	05/29/26
Re: Waiting game	ajm101	Macroeconomic Trends & Risks	20	05/29/26
More - ZS and VRRM	ajm101	Falling Knives	2	05/27/26
Re: Valuation	ajm101	Alphabet	2	05/27/26
UI, ZTS, PRIM, SHAK, and FSLY	ajm101	Falling Knives	7	05/26/26
Re: OT: SpaceX and QQQE	ajm101	Berkshire Hathaway	46	05/25/26
SpaceX S-1	ajm101	Macroeconomic Trends & Risks	11	05/20/26
Re: OT: Cartoon from 2105	ajm101	Macroeconomic Trends & Risks	-	05/15/26
Re: Pricing the impossible	ajm101	Macroeconomic Trends & Risks	18	05/09/26
Re: +226% in trailing 6 months	ajm101	Intel	-	05/08/26
+226% in trailing 6 months	ajm101	Intel	3	05/08/26
Re: In progress observations	ajm101	Berkshire Hathaway	5	05/06/26
Cash level thought exercise.	ajm101	Berkshire Hathaway	1	05/02/26
Re: Valuation	ajm101	Alphabet	-	04/15/26
Re: MSFT	ajm101	Falling Knives	9	03/26/26
Re: Yale Finance Prof. advises 100% stock	ajm101	Retirement Investing	-	03/16/26
Re: Cars, year one, no commuting	ajm101	Retirement Investing	9	03/16/26
Re: Terminator coming?	ajm101	Macroeconomic Trends & Risks	5	03/13/26
Re: Terminator coming?	ajm101	Macroeconomic Trends & Risks	4	03/13/26
Re: That 70s Show - Oil disruption	ajm101	Macroeconomic Trends & Risks	-	03/12/26
Re: Trump announces oils sanctions relief	ajm101	Macroeconomic Trends & Risks	20	03/10/26
Re: Trump announces oils sanctions relief	ajm101	Macroeconomic Trends & Risks	11	03/10/26
Re: History lesson, anyone?	ajm101	Macroeconomic Trends & Risks	-	03/01/26
Re: History lesson, anyone?	ajm101	Macroeconomic Trends & Risks	2	03/01/26
Re: Freight fright with new AI productivity fear	ajm101	Macroeconomic Trends & Risks	3	02/13/26
Not so micro: Seaboard Corporation (SEB)	ajm101	Interesting Microcaps	3	02/13/26
Important: Anthropic Head of AI Safety quits	ajm101	Science, Technology, Engineering and Mathematics	8	02/12/26
The risk of a hothouse Earth trajectory	ajm101	Science, Technology, Engineering and Mathematics	8	02/11/26
Re: o/t, terrific interview with Dalio,	ajm101	Berkshire Hathaway	1	02/10/26
Re: o/t, terrific interview with Dalio,	ajm101	Berkshire Hathaway	7	02/10/26
Re: How Capitalists Destroyed Capitalism	ajm101	Macroeconomic Trends & Risks	13	02/10/26
Re: How Capitalists Destroyed Capitalism	ajm101	Macroeconomic Trends & Risks	1	02/09/26
Re: Too interesting to make the cut	ajm101	Interesting Microcaps	3	02/08/26
Re: Bitcoin	ajm101	Falling Knives	5	02/07/26
Bitcoin	ajm101	Falling Knives	4	02/06/26
Re: Control Panel: Trend changes in 2026	ajm101	Macroeconomic Trends & Risks	14	01/25/26
Re: Most Depressing Board Ever	ajm101	US Policy	4	01/21/26
Re: Most Depressing Board Ever	ajm101	US Policy	1	01/21/26
Re: From broke to $23 MM net worth w/ index funds	ajm101	Retirement Investing	6	01/20/26
Re: end of SaaS debate	ajm101	Science, Technology, Engineering and Mathematics	7	01/20/26
Re: From broke to $23 MM net worth w/ index funds	ajm101	Retirement Investing	12	01/20/26
Re: end of SaaS debate	ajm101	Science, Technology, Engineering and Mathematics	3	01/20/26
Re: Land swap?	ajm101	Macroeconomic Trends & Risks	1	01/05/26
Re: Dubai Chocolate	ajm101	Cooking in Shrewd'm	2	12/30/25
Re: 2026 and beyond	ajm101	Berkshire Hathaway	8	12/24/25
Re: OT: Much Satellite Traffic Is Unencrypted	ajm101	Berkshire Hathaway	3	11/15/25
Thank you!	ajm101	Shrewdsmith	3	11/15/25
Re: Michael Blurry of Big Short Fame Quits	ajm101	Macroeconomic Trends & Risks	6	11/14/25
Re: NPR still won't come clean	ajm101	Macroeconomic Trends & Risks	10	11/13/25
Re: KMX	ajm101	Falling Knives	3	11/13/25
Re: Bubble Watch	ajm101	Index Investing	1	11/12/25
Re: Bubble Watch	ajm101	Index Investing	1	11/12/25
Re: Constellation Software - CNSWF	ajm101	Falling Knives	14	11/11/25
Re: Constellation Software - CNSWF	ajm101	Falling Knives	16	11/11/25
KVUE / KMB - update	ajm101	Falling Knives	3	11/04/25
KVUE / KMB	ajm101	Falling Knives	4	11/03/25
Re: Long time reader, infrequent poster	ajm101	Mechanical Investing	-	10/15/25
Long time reader, infrequent poster	ajm101	Mechanical Investing	11	10/11/25
Re: Bigger than the Fed Reserve	ajm101	Berkshire Hathaway	4	10/09/25
Huntsman Corporation (HUN)	ajm101	Falling Knives	6	10/08/25
Re: Sterling devaluation risk?	ajm101	Non-US Stocks	-	09/15/25
Re: OT: Ukraine and Russia	ajm101	Macroeconomic Trends & Risks	31	08/20/25
Re: Dollars	ajm101	Macroeconomic Trends & Risks	-	06/26/25
Re: Dollars	ajm101	Macroeconomic Trends & Risks	5	06/26/25
Re: War, currencies and jurisdictions	ajm101	Berkshire Hathaway	-	06/12/25
Re: War, currencies and jurisdictions	ajm101	Berkshire Hathaway	15	06/12/25
Be a nice guest and read the banner	ajm101	Berkshire Hathaway	16	06/11/25
Re: 23andMe	ajm101	Interesting Microcaps	3	06/06/25
Re: Krugman: Gaming Out a Sudden Stop	ajm101	Macroeconomic Trends & Risks	5	05/23/25
Re: Krugman: Gaming Out a Sudden Stop	ajm101	Macroeconomic Trends & Risks	2	05/22/25
Krugman: Gaming Out a Sudden Stop	ajm101	Macroeconomic Trends & Risks	3	05/22/25
Re: Favor - request for help	ajm101	Index Investing	1	05/21/25
Favor - request for help	ajm101	Index Investing	1	05/16/25

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