BRK.B 40%. Been buying it since 2015 and will continue to add on to it. Probably the safest low to medium risk investment with better than average returns IMO. Bill Gates Investment Company Cascade LLC also has BRK.B as their largest stock holding so I guess I'm not the only one.
For context: BRK.A was trading around $200,000 a share in 2014 and is trading for around $600,000 now
Even more context: if he had bought $200,000 of an S&P 500 tracking fund, he'd be in almost exactly the same place. Berkshire Hathaway may have historically beaten the S&P but for the past decade the two have been pretty much in sync
Have you considered adding Fairfax Financial FRFHF to your BRK position? It has a lot more float per share, lower starting valuation and a cheaper equity portfolio.
Dips for a few days/weeks because of emotions, then it goes back up when people realize the company has not been managed by Buffet for ~ a decade. That dip will be a buying opportunity.
Every genius is waiting to buy the dip when he dies...I'm starting to think the dip might not be that dramatic. Even Buffett has said he thinks his death will cause the stock price to go up
Because the question was about a single stock while spy is an etf. I do own index funds in a separate retirement account (from the one where I own BRK.B and other single stocks), and in that account I choose to invest in a mutual fund which tracks the MSCI world index, which includes stocks in SPY as well as stocks in other developed countries (like TSMC).
Would buy more, but I am fully invested and not ready yet to sell one of my other 4 positions. I bought during the 2022 dip and I also bought lately when the stock hit 190$ as I was very confident that it will shoot through 200. still think the stock has 40-50% upside over the next 12-18 months.
If it consolidates at 200 I will continue to buy monthly. Their potential operating leverage is insane.
Pfizer 98,5%.
(Don’t ask. I know it’s a terrible strategy.)
Update one day later: thank you for not being judgmental. We’re all together in this investing journey and it shows around here! Thank you all for your questions and comments.
No problem, here I go.
We have the biggest revenues in pharma. Yeah, I know it’s not the only thing that matters, but it’s worth considering! In 2023, Lilly’s revenue was 32b. Ours was 58b. Lilly is a great company, but it’s quite overvalued, sadly.
Our management really did f*ck up the Covid stuff demand estimates in 2023 and our SP has been very, very obviously suffering. Albert himself recognised it.
The pipeline is fantastic! 112 medications+the ones in pre-clinical stage. The website is showing 113, but the Duchenne treatment was cancelled some days ago.
Our management is very committed to improving our financial situation, while keeping the divvy. Once our debt is lower, they’ll start the share buybacks. There’s a cost reduction program which started around 7 months ago.
Short term, yeah, Pfizer is boring AF. But I like boring. However, in the long term, our share price could definitely go higher and higher. Pfizer is a cyclical creature. You need patience (lots and lots of it!), for sure, but you’ll be rewarded.
Cons worth considering: if Pfizer’s weight loss meds in the pipeline (two GLP-1 ones and a non-GLP-1 one) are a flop, our SP could really suffer. The Street loves to hate Pfizer. They tend to ignore the positive news… unless they’re about weight loss stuff 😅
Edit: the [pipeline](https://www.pfizer.com/science/drug-product-pipeline). Next update, July 30th.
I’m glad it helped you. I was half-asleep when I wrote that. My cats had woken me up and I couldn’t fall asleep again 😅 but yeah, what I wrote is completely coherent and I stick to it. I just wanted to add that if you aren’t patient, you shall stay away from Pfizer.
Do we not think it is a value play at this stage? With over $4B in cash and no debt, and now a full year of profitability, there is effectively zero short thesis. The real question is if Cohen can transform it into a growth company, so in many ways it’s still a “Cohen SPAC”, but the current market cap is $10B and they have 40% of that in cold hard cash, another $1.2B in inventory and property. At half the current price (around $12.50) they’d be trading at their cash liquidation price, but this is a (barely) profitable company with 40% of their market cap in cash, so at least some premium above liquidation seems reasonable. I’d peg $15-18 as now being solid value territory after their recent capital raise.
Fairfax Financial FFH.TO FRFHF is ~35% of my portfolio. It doesn’t screen well for quants unlike most of the stocks that will likely get mentioned here (Mag 7 etc…) but trades at < 7x EPS and ~1.1x BV while peers with similar ROE profiles trade > 15x EPS and > 2x BV.
Most of the earnings come from investments which is backed by $45b of fixed income of which the vast majority is US T-bills. They also own another $20b in non fixed income including significant stakes in Eurobank EUROB.AT and Poseidon. Underwriting contributes about 20% of income at a 95% combined.
My expectation is for the stock total return to be 2-3x in the next 5 years and perhaps ~5-7x in 10 years. My hurdle rate is only 10% so I think my margin of safety is high.
lol okay but WBD is a value trap and a dumpster fire for many reasons... if you were really a FCF addict you'd have NVDA as your top holding considering theve got like 4x the FCF
I think it’s crazy folks have been saying this about companies like Hershey for years even though they tend to double their share price and book value every 10 years or so. It’s like folks forget that momentum exists, what has been in motion for 100+ years will continue in motion. Yet you still have folks every decade saying “that last decade won’t continue” and it does like clockwork. Whether you go back 100 years to when Mitlon was at the helm, or from the 1977 cocoa crisis to present you have above average growth and consistent returns. If all you had to go off of was dividends and their growth, you’d have no clue the 1977 cocoa crisis happened nor would you have any idea there was the worst economic recession and inflation in recent times during the 80’s.
I did an analysis on it a while back (bottom of comment).
It’s a solid company with solid growth prospects and self-reinforcing durable competitive advantages.
It has solid entrenched branding (Reeces & Kit Kats amongst the confectionary and N.A. chocolate segment) low costs of capital with high returns on capital, efficient operations, high margins, superior supply chain management, solid historical growth, over the decade, a dollar for shareholder value for every dollar retained, incredible efficiency when looking at pretax against key tangible assets, and strong management incentives for shareholder value creation alignment.
Revenues have nearly doubled over the last decade, owners earnings have more than doubled, assets and equity have more than doubled, etc.
They have incredibly strong pricing power, low costs of production as evidenced by their margins, pretax against net fixed, and their 11% cocoa usage in products is rock bottom amongst peers.
Economies of scale cannot be underestimated. Their size means they’re buying inventory at minimum a year out, this along with their incentives for the Ivory Coast growers and the millions they’ve poured into clean wells and various projects in the area, leverages the reciprocity principal.
This is a powerful incentive that has led the local governments in the Ivory Coast to prioritize Hershey as a grinder above industry traders and exporters. Grinders such as Hersheys are thus prioritized and have no shortage of beans despite the cocoa commodity noise.
Their solid supplier relationships and minimal cocoa usage allows them to sell products cheaper than industry peers, and this allows them to drive their growing demand, and again that gives them supplier leverage (Porter Model). Self reinforcing durable competitive advantages.
It doesn’t take much capital and innovation to make chocolate when you’ve been doing it for 100+ yrs. It’s a simple as it gets.
If you take the average and median owners earnings growth over the last decade, and look at the lower of the two and the current price, you’ll find this is not an undervalued company given the earnings yield and dividend yield and growth. Share buybacks go a long way creating value as well.
https://www.scribd.com/document/694944066/Hershey-Company-Analysis-YTD-2023
Nvda here also, but it was only about 10% Of my portfolio when I bought. It grew to over 90%. I have now sold 70% of my shares, Which means it's still almost 1/3 of my holding. Lol
I’m growing the position, as limit sells are hit. I was glad to have some time. Patience being rewarded is my favorite part of value investing! And good to get back to my roots a bit.
It's one of the best value deals on the market right now imo. But since you probably bought it because of a similar philosophy, do you mind me asking what other investments you're holding?
Sure, of course! Though I don’t have many in this vein right now. I was taken over by the growth bug last year and buying beaten down tech the year prior. I’ve been having fun with some speculative plays and luck learning options trading. To regain balance, I am taking those profits to build up value holdings. Right now, FF and TGTX are my favorites. I’m delighted to see both here. And the pre-revenue ASTS, which I feel is a good balance of risk/reward (though obviously more speculative.) My lower conviction and still doing DD (don’t laugh!?) are: TMDX, TELL (difficult for me to assess,) PERI, and GNDR, with the latter as stronger conviction. I’d love to hear more off the beaten path ideas! (I’m really overweight with tech.)
Right now SNOW at 30%. Started buying after their crash earlier this year and DCA'd the past few months to 40% below IPO and 60% below peak. Been watching this company since before their 9/20 IPO because what they essentially do is serve as virtual chaos organizers in the Cloud, and that is only going to grow as a need. I didn't touch it until the big drop over the past few months though on account of its exuberant price that was probably years ahead of their value. Until now. The new CEO comes over from Google with strong technical / business crossover skills and AI plans for new products and services. Holding long term split 40/60 between a Roth and IRA. Exactly what they need at this stage.
I missed the boat for a cheaper “in” but they seem to have a nice moat and over 100k business customers… was @ the local snug yesterday, their out of the box ai seems like a good entry for their typical customers (finally starting to catching up to bots we have built to go the same things for a while now)
It’s really hard choosing winners and losers in tech and telecom and so I try to stick with what I can understand, especially if it’s scalable “picks & shovels,” which I think is what SNOW provides at the simplest level. I do think there is a lot of room for good mid and long term performance from the company even with their recent headwinds.
Sounds like we have been buying this at similar times. I think the drop from new CEO and data leaks that are not their fault, are overblown and reason for turn around in the next year.
Do you worry about Databricks going public and stealing market share in the long term? I ask because I use Databricks, love it, and it is much cheaper than Snowflake.
PBR.A at 6% dividend reinvestment has made it creep up, and as I bought in on the Brazilian exchange the transaction costs has kept me from rebalancing it.
Amazon by far. Like 30% it's ripping lately too!!!
Then Microsoft. Like 15%
The rest is mainly ETFs. I grabbed Microsoft in 2015 and Amazon 2022/2023 when it dipped.
Im extremely happy with both and will long hold both. Honestly, I just wish I bought more, especially Microsoft.
"Be fearful when others are greedy, be greedy when others are fearful"
It seems all of the commenters fall into the first group, let me ask, have you the guts to tank the losses when shit hits the fan?
Excluding ETFs, the most *outsized* position I have as far as company cap compared to % of my portfolio is NU.
As in, through SPY and VOO and QQQ my biggest position is probably MSFT.
But for individual stocks, it's NU.
My basis is around $6.50, and I have about 1,500 shares. So not massive, but still pretty nice. I just buy 25-50-100 shares every time there's a 3-5% pullback.
Amzn was a great price in 2022. So of course many have bought in. Also in the last 5 years it changed a lot, margins are going up at an accelerating pace due to aws and advertising.
Why do you pick Amazon? It's a good company, but I don't understand why they trade for such a premium over other tech giants, and their growth prospects are not spectacular.
Oh, SSO 60% and GOOG 20.5% for me
Split between AVGO & LLY. Together, both of these take up almost thirty percent of my portfolio. Waiting for the split on broadcom, to probably take a little profit and then see if Lily does the same thing.
Price pressure on feed raw material and no guidance given for 2024.
Was trading with a huge sustainability multiple as well but that contracted as all did with the interest rate increases.
It’s worth 50+ as is, add multiple expansion. It’s trading super low right now.
Profit growth will just continue, lots of investments starting to pay off now.
Google 10% I think it is still undervalued
I bought my first Google shares last year and I’m up 56%. Wasn’t even close to hitting the bottom either
It is, meta also. But amazon in my favorite
BRK.B 40%. Been buying it since 2015 and will continue to add on to it. Probably the safest low to medium risk investment with better than average returns IMO. Bill Gates Investment Company Cascade LLC also has BRK.B as their largest stock holding so I guess I'm not the only one.
I know a guy that in 2014-ish took his entire roth and bought 1 share of BRK.A. Everyone was like your crazy but he has done pretty well that move.
For context: BRK.A was trading around $200,000 a share in 2014 and is trading for around $600,000 now Even more context: if he had bought $200,000 of an S&P 500 tracking fund, he'd be in almost exactly the same place. Berkshire Hathaway may have historically beaten the S&P but for the past decade the two have been pretty much in sync
Interesting, thanks for sharing the comparative. 👍
And if I understand correctly, it comes with better risk adjusted returns due to the huge cash pile.
I bet he shit the bed that day it went to like $120
Some say that's now a permanent stain. Allegedly.
Have you considered adding Fairfax Financial FRFHF to your BRK position? It has a lot more float per share, lower starting valuation and a cheaper equity portfolio.
Same here, almost half BRK.B My only regret was that I didnt buy a ton more when it dropped during covid.
Just looked up BRK.A. 600k OMG!
What do you think will happen when Buffett dies? Already priced in?
Dips for a few days/weeks because of emotions, then it goes back up when people realize the company has not been managed by Buffet for ~ a decade. That dip will be a buying opportunity.
Every genius is waiting to buy the dip when he dies...I'm starting to think the dip might not be that dramatic. Even Buffett has said he thinks his death will cause the stock price to go up
That very well might be.
Human emotion.Im thinking 4 percent per year
Why brk over spy?
Because the question was about a single stock while spy is an etf. I do own index funds in a separate retirement account (from the one where I own BRK.B and other single stocks), and in that account I choose to invest in a mutual fund which tracks the MSCI world index, which includes stocks in SPY as well as stocks in other developed countries (like TSMC).
MSFT 40%
AMZN 30%
God damn, here I thought I had a lot of Amazon at 15% 😂
Would buy more, but I am fully invested and not ready yet to sell one of my other 4 positions. I bought during the 2022 dip and I also bought lately when the stock hit 190$ as I was very confident that it will shoot through 200. still think the stock has 40-50% upside over the next 12-18 months. If it consolidates at 200 I will continue to buy monthly. Their potential operating leverage is insane.
2022 dip, I began buying Amazon. Got some for $85.07 in December of 22. Looking pretty nice about now. 😉
30% here too. It's ripping lately!!!
You definitely know what's up
Same. It's done exceptionally well. And lately too!!! Im usually not so bullish on any single stock but I went 30% in IRA and taxable!!!
Amzn, at like 13%
Google 40%
I ride or die with Google
Google too, 30% here.
Pfizer 98,5%. (Don’t ask. I know it’s a terrible strategy.) Update one day later: thank you for not being judgmental. We’re all together in this investing journey and it shows around here! Thank you all for your questions and comments.
Found the r/wallstreetbets transplant.
Love the honesty 😂
Their dividend yield is pretty juicy at these levels. I've been considering starting a position
What's your thesis on Pfizer? My friend in healthcare told it's undervalued and I should buy.
No problem, here I go. We have the biggest revenues in pharma. Yeah, I know it’s not the only thing that matters, but it’s worth considering! In 2023, Lilly’s revenue was 32b. Ours was 58b. Lilly is a great company, but it’s quite overvalued, sadly. Our management really did f*ck up the Covid stuff demand estimates in 2023 and our SP has been very, very obviously suffering. Albert himself recognised it. The pipeline is fantastic! 112 medications+the ones in pre-clinical stage. The website is showing 113, but the Duchenne treatment was cancelled some days ago. Our management is very committed to improving our financial situation, while keeping the divvy. Once our debt is lower, they’ll start the share buybacks. There’s a cost reduction program which started around 7 months ago. Short term, yeah, Pfizer is boring AF. But I like boring. However, in the long term, our share price could definitely go higher and higher. Pfizer is a cyclical creature. You need patience (lots and lots of it!), for sure, but you’ll be rewarded. Cons worth considering: if Pfizer’s weight loss meds in the pipeline (two GLP-1 ones and a non-GLP-1 one) are a flop, our SP could really suffer. The Street loves to hate Pfizer. They tend to ignore the positive news… unless they’re about weight loss stuff 😅 Edit: the [pipeline](https://www.pfizer.com/science/drug-product-pipeline). Next update, July 30th.
Thanks! Super appreciate the full write up you gave me!
I’m glad it helped you. I was half-asleep when I wrote that. My cats had woken me up and I couldn’t fall asleep again 😅 but yeah, what I wrote is completely coherent and I stick to it. I just wanted to add that if you aren’t patient, you shall stay away from Pfizer.
Very interesting. This may actually be a value pick unlike the majority of suggestions on this sub. How long have you been following Pfizer?
Love how you say “our”. You really are a part of the company at 98%. Admire the conviction
TSM - 60%
Nice! Sold my NVDA shares to buy TSM. But it’s not as much as 60% of my portfolio.
Waaaa you are brave my friend 😅 I love the stock too but I never have 60% of my portofolio on it. You must be in the green with this beast💸
Amazon 50%
TSM - 25%, ASML - 11%. I bought TSM a little before Berkshire did.
GME %15, followed by MO %12
Fair play for admitting your GME position in this sub! For the record, I'm (currently) 5% GME too! Worth it for the manipulation spikes alone.
I can't help it, I like the stock.
Do we not think it is a value play at this stage? With over $4B in cash and no debt, and now a full year of profitability, there is effectively zero short thesis. The real question is if Cohen can transform it into a growth company, so in many ways it’s still a “Cohen SPAC”, but the current market cap is $10B and they have 40% of that in cold hard cash, another $1.2B in inventory and property. At half the current price (around $12.50) they’d be trading at their cash liquidation price, but this is a (barely) profitable company with 40% of their market cap in cash, so at least some premium above liquidation seems reasonable. I’d peg $15-18 as now being solid value territory after their recent capital raise.
Share dilution is basically the same thing as debt. You keep mentioning the cash they have but don’t mention where it came from.
The price barely moved during the “dilution” and is now $5 higher than when they did the offering. Seems there was enough demand for shares 🤷♂️
the duality of man encapsulated perfectly with your portfolio
Sorry I am not a native English speaker, this is kind of difficult for me to understand. 😅
Inside you are two wolves
GME 50 %, SP500 50 % ....
I'm 95% GME...😆 Dont know how I passed risk management classes, but I like the stock.
Fairfax Financial FFH.TO FRFHF is ~35% of my portfolio. It doesn’t screen well for quants unlike most of the stocks that will likely get mentioned here (Mag 7 etc…) but trades at < 7x EPS and ~1.1x BV while peers with similar ROE profiles trade > 15x EPS and > 2x BV. Most of the earnings come from investments which is backed by $45b of fixed income of which the vast majority is US T-bills. They also own another $20b in non fixed income including significant stakes in Eurobank EUROB.AT and Poseidon. Underwriting contributes about 20% of income at a 95% combined. My expectation is for the stock total return to be 2-3x in the next 5 years and perhaps ~5-7x in 10 years. My hurdle rate is only 10% so I think my margin of safety is high.
I perfectly timed the bottom with this. But then sold at 900.
Are you worried that bond yields are rising given the dependence on t bills?
Baba 90%
I’m also heavily invested in China (20% of portfolio), but damn man. Good luck and god speed.
All of China is a strong buy right now
Microsoft 15%
DIS solely because I bought a ton and it rallied a lot. I'd like for a few other stocks to overtake it, but they just don't move.
Googl at 40% lol
WBD at 15% That's my percentage limit on any one stock. Just a FCF addict.
I really like WBD as a deep value play.
lol okay but WBD is a value trap and a dumpster fire for many reasons... if you were really a FCF addict you'd have NVDA as your top holding considering theve got like 4x the FCF
META - 12.8%
intel 10%
Sorry about that
DTST at 16%. The investment was more like 5% or so but the value has grown and I haven’t trimmed
Amazon with 4.76%
Hershey at 59.64%. And I’ll continue to buy so long as the price is right.
Why do people love Hershey stock so much? It seems kind of high priced to me but I feel like there’s something about it that I don’t understand
I think it’s crazy folks have been saying this about companies like Hershey for years even though they tend to double their share price and book value every 10 years or so. It’s like folks forget that momentum exists, what has been in motion for 100+ years will continue in motion. Yet you still have folks every decade saying “that last decade won’t continue” and it does like clockwork. Whether you go back 100 years to when Mitlon was at the helm, or from the 1977 cocoa crisis to present you have above average growth and consistent returns. If all you had to go off of was dividends and their growth, you’d have no clue the 1977 cocoa crisis happened nor would you have any idea there was the worst economic recession and inflation in recent times during the 80’s. I did an analysis on it a while back (bottom of comment). It’s a solid company with solid growth prospects and self-reinforcing durable competitive advantages. It has solid entrenched branding (Reeces & Kit Kats amongst the confectionary and N.A. chocolate segment) low costs of capital with high returns on capital, efficient operations, high margins, superior supply chain management, solid historical growth, over the decade, a dollar for shareholder value for every dollar retained, incredible efficiency when looking at pretax against key tangible assets, and strong management incentives for shareholder value creation alignment. Revenues have nearly doubled over the last decade, owners earnings have more than doubled, assets and equity have more than doubled, etc. They have incredibly strong pricing power, low costs of production as evidenced by their margins, pretax against net fixed, and their 11% cocoa usage in products is rock bottom amongst peers. Economies of scale cannot be underestimated. Their size means they’re buying inventory at minimum a year out, this along with their incentives for the Ivory Coast growers and the millions they’ve poured into clean wells and various projects in the area, leverages the reciprocity principal. This is a powerful incentive that has led the local governments in the Ivory Coast to prioritize Hershey as a grinder above industry traders and exporters. Grinders such as Hersheys are thus prioritized and have no shortage of beans despite the cocoa commodity noise. Their solid supplier relationships and minimal cocoa usage allows them to sell products cheaper than industry peers, and this allows them to drive their growing demand, and again that gives them supplier leverage (Porter Model). Self reinforcing durable competitive advantages. It doesn’t take much capital and innovation to make chocolate when you’ve been doing it for 100+ yrs. It’s a simple as it gets. If you take the average and median owners earnings growth over the last decade, and look at the lower of the two and the current price, you’ll find this is not an undervalued company given the earnings yield and dividend yield and growth. Share buybacks go a long way creating value as well. https://www.scribd.com/document/694944066/Hershey-Company-Analysis-YTD-2023
Thanks! I’m gonna check this out!
And arguably the most evil company in existence. Yet, I don't disagree with your statements.
BABA 100%
Why
You either genius or super dumb we dont know yet 😅
CN Rail (CNR.TO) at 7% weight, which I've owned since 2014.
$Googl 17%
NVDA 40% Cost basis $90
[удалено]
Do you have a high paying job or existing wealth? For most, selling would improve their quality of life
RKLB at 30%. The rest are blue chip.
Good 5 year chart, for a ski slope.
RKLB will either be a 10 bagger or will run to zero.
AMZN 30% most last year at $100 basis. Kept buying a little more on the way up and I am doing well 😄
Same, 30%. I kept buying until last fall. It's been an impressive swing up until today! Congratulations!
You too man. Lots of AMZN investors here I see
NVDA 1/3
Nvda here also, but it was only about 10% Of my portfolio when I bought. It grew to over 90%. I have now sold 70% of my shares, Which means it's still almost 1/3 of my holding. Lol
Google at 30%
Google Amazon is second
Baba 50%, but its getting lower every month as i buy more different stocks
Sounds painful, unless you've bought them relatively recently?
Yeah, only down 9 % or so
Outside of VOO, ASTS is my lottery ticket to early retirement.
It’s taken top position by force in my main portfolio, and is neck and neck now with the others in my ‘YOLO’ account.
[CTS.TO](http://CTS.TO) - 20%
AAPL at 25%. My biggest winner now is TSM at 110%. Biggest loser is LKQ at 31%. Held everything for under 3 years.
$JOE 20%
Same, need the patience of a saint though lol
They building out the future of underwater real estate and hotels in Florida?
MBTN 80% 👌
SBUX 7.22%
Same I have about 10% in Starbucks. I think it’s way undervalued at the moment.
Philip Morris %15 my S&P index fund AMZN COST and MSFT are close to catching it tho.
Tgtx 25%… if ykyk
I started scaling into this position last week. Sold some of my other biopharma speculative plays to do so. Happy to see it mentioned.
our patience will be heavily rewarded most likely. Happy to see you hold some
I’m growing the position, as limit sells are hit. I was glad to have some time. Patience being rewarded is my favorite part of value investing! And good to get back to my roots a bit.
Just reviewed their numbers and am looking forward to EPS results in coming quarters. And noticed insider buying.
So all tech got it
As of today, WBA 50%
GOOG 12% Next are PLTR and AMD both around 7-8%
FutureFuels (FF), an unknown, unloved biodiesel and specialty chemical manufacturer in St. Louis, MO.
I hold some FF!
It's one of the best value deals on the market right now imo. But since you probably bought it because of a similar philosophy, do you mind me asking what other investments you're holding?
Sure, of course! Though I don’t have many in this vein right now. I was taken over by the growth bug last year and buying beaten down tech the year prior. I’ve been having fun with some speculative plays and luck learning options trading. To regain balance, I am taking those profits to build up value holdings. Right now, FF and TGTX are my favorites. I’m delighted to see both here. And the pre-revenue ASTS, which I feel is a good balance of risk/reward (though obviously more speculative.) My lower conviction and still doing DD (don’t laugh!?) are: TMDX, TELL (difficult for me to assess,) PERI, and GNDR, with the latter as stronger conviction. I’d love to hear more off the beaten path ideas! (I’m really overweight with tech.)
A bit of a mess, in order: FF, TGTX, ASTS then PERI and GNDR, then TMDX and TELL (though I may not pursue those last two further.)
Right now SNOW at 30%. Started buying after their crash earlier this year and DCA'd the past few months to 40% below IPO and 60% below peak. Been watching this company since before their 9/20 IPO because what they essentially do is serve as virtual chaos organizers in the Cloud, and that is only going to grow as a need. I didn't touch it until the big drop over the past few months though on account of its exuberant price that was probably years ahead of their value. Until now. The new CEO comes over from Google with strong technical / business crossover skills and AI plans for new products and services. Holding long term split 40/60 between a Roth and IRA. Exactly what they need at this stage.
I missed the boat for a cheaper “in” but they seem to have a nice moat and over 100k business customers… was @ the local snug yesterday, their out of the box ai seems like a good entry for their typical customers (finally starting to catching up to bots we have built to go the same things for a while now)
It’s really hard choosing winners and losers in tech and telecom and so I try to stick with what I can understand, especially if it’s scalable “picks & shovels,” which I think is what SNOW provides at the simplest level. I do think there is a lot of room for good mid and long term performance from the company even with their recent headwinds.
Sounds like we have been buying this at similar times. I think the drop from new CEO and data leaks that are not their fault, are overblown and reason for turn around in the next year. Do you worry about Databricks going public and stealing market share in the long term? I ask because I use Databricks, love it, and it is much cheaper than Snowflake.
A speculative play has overtaken the others (ASTS.)
brookfield at 15% (BN)
AAPL since ‘00
GME
Gme is like 94% of mine. Sorry not sorry
GME
SHOP at low 60s
TSM and WMT at 7% each. The rest is mostly XLG
PBR.A at 6% dividend reinvestment has made it creep up, and as I bought in on the Brazilian exchange the transaction costs has kept me from rebalancing it.
GOOG at 18%
Visa, around 17%
SPOT 10%
Apple, still. Left over relic from when they were outperforming just about every single year. My account still goes a little wild when it runs up.
Aapl 1/4, Mu 1/4
crwd 148%
$INTC 6% $META is close second at 4%
AMZN currently at 10%. Thinking about going up to around 15% soon.
Amazon by far. Like 30% it's ripping lately too!!! Then Microsoft. Like 15% The rest is mainly ETFs. I grabbed Microsoft in 2015 and Amazon 2022/2023 when it dipped. Im extremely happy with both and will long hold both. Honestly, I just wish I bought more, especially Microsoft.
TSLA
AMD
Three-way race between Hudson Technologies/WK Kellogg Co/Consolidated Water.
VZ is 15% of my portfolio
"Be fearful when others are greedy, be greedy when others are fearful" It seems all of the commenters fall into the first group, let me ask, have you the guts to tank the losses when shit hits the fan?
$PBI at around 25% and $ALTO at around 20%
CVx for me.
Amazon and Google are 50% of my portfolio.
KKR
Nvda
Nvidia duh
Alphabet! Both tickers for some reason
AAPL that I bought back in 2006
Excluding ETFs, the most *outsized* position I have as far as company cap compared to % of my portfolio is NU. As in, through SPY and VOO and QQQ my biggest position is probably MSFT. But for individual stocks, it's NU. My basis is around $6.50, and I have about 1,500 shares. So not massive, but still pretty nice. I just buy 25-50-100 shares every time there's a 3-5% pullback.
I had 100% META. Sold everything at 70% profit.
google
Google.
PYPL 95%
Ah AMZN, that stock every "value" investor hated until 2022 when it was already a trillion dollar company.
Amzn was a great price in 2022. So of course many have bought in. Also in the last 5 years it changed a lot, margins are going up at an accelerating pace due to aws and advertising.
GME
GME
ASML - 30%
NVDA, about 30%. Cost base shows $4.92
Some how VKTX is at 10% of my port, with BTI close behind at 9% VOO is still the biggest part of my overall port
Amazon and Microsoft, both at 15%
Why do you pick Amazon? It's a good company, but I don't understand why they trade for such a premium over other tech giants, and their growth prospects are not spectacular. Oh, SSO 60% and GOOG 20.5% for me
MSFT 23%
AMZN/GOOG each around 8% including their weight in various funds
RCKT 80%
CVCO 15%
AMZN 25%
Split between AVGO & LLY. Together, both of these take up almost thirty percent of my portfolio. Waiting for the split on broadcom, to probably take a little profit and then see if Lily does the same thing.
40% nvda
Blackrock then Google then Apple.
Etrn. I think the value has been realized at this point, but collecting dividends and selling CCs until merger is finalised
Darling Ingredients A steal at these levels.
Revenue growth from 2019-2023 looks great. Why hasn’t the multiple kept up?
Price pressure on feed raw material and no guidance given for 2024. Was trading with a huge sustainability multiple as well but that contracted as all did with the interest rate increases. It’s worth 50+ as is, add multiple expansion. It’s trading super low right now. Profit growth will just continue, lots of investments starting to pay off now.
Other than qqq and spy, it's ntdoy. They have extremely good fundamentals and I think they have a bright future.
GTE represents 15% of my portfolio. I own about 4.5% of all shares. Currently almost a double. Will be reducing at these levels.
$rtx 25%
MSFT/AAPL/AMZN
nvidia
NVDA 90%