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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 / Manlobbi's Descent
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Author: BreckHutHigh   😊 😞
Number: of 27 
Subject: Re: Google cloud contributes to IV10/price
Date: 09/20/25 11:40 PM
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No. of Recommendations: 10
I'm often too short sighted with my investments. Trading in and out of Berkshire on variations of P/B for example. When I look at my non-Berkshire trading activity over the past year a certain sense of guilt takes over (what happened to "buy and hold"?). Was the trading all worth it? In the long run, probably not given the amount of time spent obsessing over current price.

Recall that on 7/28/2025 our esteemed moderator and polymath, Manlobbi, estimated a potential 5X move in the stock price over the next ten years (my interpretation of his IV/10/price method outlined in his book). On that day GOOGL closed at $193/share. A 10x on that price would mean almost $2,000/share in ten years. I may trim some of my GOOGL portion to raise cash in the coming days but I will certainly keep a significant portion of my net worth in this company. As Manlobbi has outlined, the growth future prospects (for advertising, cloud, You Tube,etc) seem overwhelmingly bright.

Perhaps Manlobbi can chime in. Go back and read some of his earliest posts on this board - amazingly prescient.
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This community has written 27 posts about Manlobbi's Descent. The article-length ones it recommended most:
Google cloud contributes to IV10/price · 44 recs · 2025
Welcome! · 38 recs · 2022
IV10/price deltas · 22 recs · 2023
humanities & behavioral finance · 6 recs · 2025
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