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Investment Strategies / Falling Knives
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Author: dealraker ✶  😊 😞
Number: of 670 
Subject: Re: To PZZA or not to PZZA?
Date: 03/05/2025 7:31 PM
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Selling Markel on March 6 (no...I didn't get the high price but not too far below) funded HSY (averaged in at $153) and BUD (averaged in at $51). I've also added to Pepsi, Coke, and bought Constellation on the tariff and RFK fears.

Maybe it shows my age but I like these businesses. For me I was thinking- my logic- was based in terms of "in a period of bad business or weakness Markel could sell for $2050 five years from now while HSY (et als in their own price ranges) would likely sell for $250 in a period of weakness five years out."

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