Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
 Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Post of the Week!
Search BRK.A
Shrewd'm.com Merry shrewd investors
Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Post of the Week!
Search BRK.A

Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
Unthreaded | Threaded | Whole Thread (2) |
Author: Blackswanny   😊 😞
Number: of 15062 
Subject: Re: o/t, howard marks on , fewer losers or more winner
Date: 09/14/2023 10:00 AM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 1
A good listen, my go to for risk /reward analysis.

To summarize;

Play more tennis....or watch Wimbledon 2023 (tennis and investing analogy)

Eubanks vs Medvedev (risk controlled) vs
Alcaraz vs Djokovic (high risk)

"It's a matter of style and execution"

Nadal, Djokovic, and Federer dominated with 65 Grand Slams. They hit winners but had very few unforced errors....they dominated.

Enjoyed the GFC / FANG stock, long term holding discussion.

My add, valuation matters for the market and individual stocks, concentrate on the business and it's compounding potential (eg Apple) look globally for diversify between 7-10 positions and continue to hold. I note he talks about value in China as everyone else is exiting as an example.

DYOR.
Post New | Post Reply | Report Post | Recommend It!
Print the post
Unthreaded | Threaded | Whole Thread (2) |


Announcements
Berkshire Hathaway FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Ticker or Board Name Author

Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Followed Shrewds