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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Investment Strategies / Falling Knives
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Author: Blackswanny   😊 😞
Number: of 1166 
Subject: Re: FKA: HSY
Date: 11/23/23 6:03 PM
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I totally agree. I've been looking at these "old favourites" (Nestle was also touted as a buy and hold forever at the right price) at around 20x earnings and it's held by some of the super investors, however, I can't get excited about the future returns when there's tech companies with little debt and moats trading at single digit earnings and PCFC. I think Tecmo highlighted the the Kraft / Heinz example too. After reviewing them all If I was to dip a toe in this space it would be Diageo where the eps growth potential is greater IMO.

I'm sticking to Berkshire and Moaty tech in the US and China. Perhaps I need to diversify more? or like the FANG stocks anything else is deworsifying! These tech cos have terrific growth and runway potential.
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This community has written 1,155 posts about Falling Knives. The article-length ones it recommended most:
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