ericttspikes
Footballguy
The position I started at the end of May is up 24%. I'll take it.BassNBrew said:Looks like it's been a rough year for Berkshire.B. Down over the last year.
The position I started at the end of May is up 24%. I'll take it.BassNBrew said:Looks like it's been a rough year for Berkshire.B. Down over the last year.
LOL, 15% gain since Tuesday. Love it.TripItUp said:Anybody tail me on "SI" ....it's been running.
What about companies like SI or PayPal?I'm a big fan of crypto but can we move the debate on whether or not it's a good investment to the bitcoin thread? Lots of stock talk is getting buried in here this week...
Coinbase is trying to go public. I agree that they will stay simple and stay the course to please the regulators.Because they don't want to play in that game. Keep the business model simple...for now.
Add SQ to this list. I’m not selling anytime soon but want to read people’s takes on it as well.What about companies like SI or PayPal?
I don't want to pee in the pool.
Let's just say I know coinbase the company very, very well.Coinbase is trying to go public. I agree that they will stay simple and stay the course to please the regulators.
I'm just trying to understand where the crypto talk can begin and end in this particular thread.Add SQ to this list. I’m not selling anytime soon but want to read people’s takes on it as well.
My two cents...Please keep posting crypto related stocks I don’t want to miss outI'm just trying to understand where the crypto talk can begin and end in this particular thread.
I've purposely avoided cryptocurrency trading, but there are crypto stocks like SI that should be discussed somewhere.
It's here. I don't think anyone has an issue with discussing the companies or the trades. I think they're just looking to avoid the "BTC is a scam" vs "BTC is a store of value and the future of currency" argument in here.I'm just trying to understand where the crypto talk can begin and end in this particular thread.
I've purposely avoided cryptocurrency trading here, but there are crypto stocks(that are not currency) like SI that should be discussed somewhere.
Oh same here.My two cents...Please keep posting crypto related stocks I don’t want to miss out
Yeah this was more what I was thinking.It's here. I don't think anyone has an issue with discussing the companies or the trades. I think they're just looking to avoid the "BTC is a scam" vs "BTC is a store of value and the future of currency" argument in here.
Biblically?Let's just say I know coinbase the company very, very well.
I wish i had the discipline to both have that much in cash as well as only have 4 investments.TripItUp said:This recent crypto bull run has put me at 90% gains in the last 9 months. I’ll probably never see anything like it again. Wit that and my business having a record year it all feels make believe. Weirdest part, I haven’t spent a cent above what I would normally spend this year and have actually spent less. Went shopping for a Porsche and haven’t bought anything because of low inventory...bizarre times.
current holdings
DKNG
SI
BTC
IPOB
50% cash
In order: SE / SQ / AAPL / ETSY / FVRR / CRWD / DOCU / U / PINS / MSFTMy 10 largest holdings by $ are (not counting mutual funds)
AAPL
DKNG
AMZN
OPES
NIO
SE
RIDE
BRPHF
MSFT
WMT
This thing is starting to pick up steam after just meandering a bit, might hang onto this for a while.McBokonon said:Anyone else holding some $FEAC going into the ticker change tomorrow or Friday? (sometimes these things aren't smooth.) I know @BassNBrew is. $SKLZ has a pretty interesting and well-regarded history - CNBC Disruptor 50, no debt, founder-led, etc.
Honestly, I don’t think they fall in anti trust. I can see Facebook (who are their true competitors), Google (other search engine) and maybe Apple (hard to avoid paying them, like the IE browser long time ago). How can you say that you can’t order from a bazillion other web sites? Microsoft and Google are big competitors to AWS. Prime isn’t Netflix. I don’t know what may happen, but I did think about it before and they seem way less of a monopoly in their areas. Sure they are big but it’s way too easy to show that they aren’t. Apple can’t show how someone can make a mobile game without giving them a ridiculous cut. If I’m a game company I could point to how much gaming console licensing is and show that Apple is taking a much larger cut or show that Google owns which search results come up and favors people that pay them and there are no real alternatives.So when does AMZN get sued for anti-trust? Seems to be the popular thing to do to mega corps.
TXNMy 10 largest holdings by $ are (not counting mutual funds)
AAPL
DKNG
AMZN
OPES
NIO
SE
RIDE
BRPHF
MSFT
WMT
Lmfao you ain’t kidding. That’s gonna be a ride.Coinbase officially confidentially filed for an IPO. That’s going to absolutely nuts.
Yeah, I'm still in. I may buy some more, and if this thing gets a pop when that merger goes through I will probably get out.Caesar said:CBBT on the move again for those still in it. up 28%
No ####I wish i had the discipline to both have that much in cash as well as only have 4 investments.
So if I'm getting right now you think this thing still has room to run?Because they don't want to play in that game. Keep the business model simple...for now.
Here are the top 10 Warren Buffett stocks by number of shares held as of Sept. 30, based on Berkshire Hathaway's most recent 13-F filing from Nov. 16:
Bank of America (BAC), 1.01 billion
Apple (AAPL), 944.3 million
Coca-Cola (KO), 400 million
Kraft Heinz (KHC), 325.6 million
American Express (AXP), 151.6 million
U.S. Bancorp (USB), 131.9 million
Wells Fargo (WFC), 127.4 million
General Motors (GM), 80 million
Bank of New York Mellon (BK), 72.4 million
Sirius XM (SIRI), 50 million
That pretty much sums it up. For whatever reason (P/E?) Buffet has pretty much remained out of tech other than the . The Oracle is getting old.Berkshire really started to show its age this year IMHO.
He's always said he doesn't invest in businesses he doesn't understand. I could see that being true of a lot of the tech companies, although not all of them.That pretty much sums it up. For whatever reason (P/E?) Buffet has pretty much remained out of tech other than the . The Oracle is getting old.
Still room to run IMHO. I am holding, not selling after being up 36%.So if I'm getting right now you think this thing still has room to run?
Aside from my super long term concern this seems like a great play for crypto.
I play stock like I play poker...tight agressive. It's worked for me.I wish i had the discipline to both have that much in cash as well as only have 4 investments.
If he understands apple, there's no reason he shouldn't understand Google, Microsoft, PayPal, etc. Maybe not the startups. I get that the value doesn't seem to be there for most.He's always said he doesn't invest in businesses he doesn't understand. I could see that being true of a lot of the tech companies, although not all of them.
I play like roulette. Lot's of small chips on numbers/stonks I like.I play stock like I play poker...tight agressive. It's worked for me.
Followed you on this one, thanks for the tip. These bizzaro reactions to earnings have been layup gains all year.BassNBrew said:LuLu is crushing today.
One thing I'll miss about the pandemic is companies reporting good numbers but getting killed because they don't give guidance.
Love to plant my pile of money with some dot who doesn’t understand where the world is headed.That pretty much sums it up. For whatever reason (P/E?) Buffet has pretty much remained out of tech other than the . The Oracle is getting old.
Kinda want to buy this just so I can say, "I got SKLZ!"$SKLZ coming up on CNBC, seems to be finding momentum (I don't think all platforms have it yet.) Hope we see an end of day pop from the appearance,.
Todd Combs was behind the SNOW.Berkshire invested in Snowflake (though probably not Warren himself) and StoneCo, too. They might be in the early stages of turning that glacier around.
STNE was a stock that I tailed him on. Bought 200 shares in August after they announced that. It’s up 67%. Bought it the same time @Todem recommended EXC. I kind of want to build some cash and EXC doesn’t really fit my growth desire. I think I found a spot to trim, almost forgot about it.Berkshire invested in Snowflake (though probably not Warren himself) and StoneCo, too. They might be in the early stages of turning that glacier around.
EXC only up 18% for me. Made 20+% on PPL. Not bad getting a 40% return on utility companies in 6 months when the market maybe did 20% over that time. Thanks @TodemSTNE was a stock that I tailed him on. Bought 200 shares in August after they announced that. It’s up 67%. Bought it the same time @Todem recommended EXC. I kind of want to build some cash and EXC doesn’t really fit my growth desire. I think I found a spot to trim, almost forgot about it.
And just like that it’s gone. Man, I do love this $0 commission world we are in now.
WTH, in for a half a position at $.46For you gamblers (literally and figuratively) I present: Playgon. PLGMF is your US ticker. We're in this one pretty heavily and I've followed along personally. I have a crush on one the female dealers but that not why we here! Actually, that may be why I'm here.
Anyhow, another penny stock that could fit the bill for some of you. $0.47 cents a share currently, I think this thing could be HUGE.
or go to zero. NOBODY KNOWS*
*We're betting on huge. No pun intended. Outstanding management pedigree, best in breed technology and did I mention really hot dealers?
what a bunch of losersHere are the top 10 Warren Buffett stocks by number of shares held as of Sept. 30, based on Berkshire Hathaway's most recent 13-F filing from Nov. 16:
Bank of America (BAC), 1.01 billion
Apple (AAPL), 944.3 million
Coca-Cola (KO), 400 million
Kraft Heinz (KHC), 325.6 million
American Express (AXP), 151.6 million
U.S. Bancorp (USB), 131.9 million
Wells Fargo (WFC), 127.4 million
General Motors (GM), 80 million
Bank of New York Mellon (BK), 72.4 million
Sirius XM (SIRI), 50 million
I loved that the analysts came out this morning with a new price target of 53 and by this afternoon they hit it.there is definitely risk with anything crypto...US govt could clamp down at any time.
The company is in a very unique position though with its existing relationships with company's like PayPal, and I have bet pretty big on it as result of its "First to market" positioning.
I’ve got a series of new stocks I want to buy so just clearing it out for stocks that might multiply in 5 years. Still want to have some cash on hand just in case of a March like drop. I think with the dividend it made me 12-13%, so better than cash and a little more to buy something new.EXC only up 18% for me. Made 20+% on PPL. Not bad getting a 40% return on utility companies in 6 months when the market maybe did 20% over that time. Thanks @Todem
I'm going to hold my EXC until I'm out of cash. It should be trading at $50 so there is another 20% on the bone.
ARKF is a great managed fund too. Led by Cathie Woods who has unique relationships with corporate leadership that give her and ARK an edge IMHO in terms of effectively managing their fund.Definitely.
The war on cash isn't going away. Give me all the PYPL. SQ. V. MA. SE. MELI.
The froth is high right now. I don’t think most of these retail investors get that targets are where analysts think a stock may be in a year, splits don’t actually give you extra money and that stocks don’t historically return 10% a day.I loved that the analysts came out this morning with a new price target of 53 and by this afternoon they hit it.
Opened and put 2k in a Roth December 2nd, bought 2 stocks. One up 25.85%, one up 58.56%.I've only been in ETFs and index funds in my 401K rollover IRAs and Roth IRA historically. I just started trading/investing in individual stocks in the Roth back in May, so well after the March lows, and didn't really start moving funds from an index fund to individual stocks until July and August.
YTD, my "passive" IRAs have returned exactly 10%. This obviously trails the S&P at about 14.5% and has largely been dragged down by a REIT fund down 17%, a couple of international funds that are up around 5-6%, and a bond fund up 4%. But I get that one point of diversification is to lower volatility, and this is a very small time frame in the grand scheme of things.
Meanwhile my "active" Roth has returned 30% YTD. That's nothing like the returns some of y'all have seen this year, but I'm pretty happy with that for not really starting to manage it until this summer. Too bad it's only 12% of my total funds, but of course it used to be under 10%!