Finance Talk

I think a lot of retail investors buy without an understanding of what they are buying. Don't buy a good story at any price, buy a great business at a good price. When you purchase a stock, you're not buying a ticker on a screen; you're buying a partial ownership of an operating business. That business sells goods and services to produce cashflow. - As a partial owner, you have a partial ownership of that cashflow. If you overpay for it, you can greatly decrease your rate of return and margin of safety. - When you underpay, you get more cashflow for less spend. That's a higher return on capital immediately. The internet can be distracting, but I promise, there is a method to the madness. Don't just buy things like $TSLA, $ARM, or $PLTR just because they are popular.

This market feels completely uninvestable - S&P at ATHs - Gold at ATHs - Housing is fucked - Bonds are useless - Dollar is melting Every asset looks overpriced WHERE DO YOU EVEN PUT YOUR MONEY?

Unsustainable Rally S&P 500 up ~12% since early April and everyone's acting like we're in a bull market. Bro. Only 42 stocks are doing the work. Normally it's around 100. Something's off 🧵

Berkshire Hathaway is a $1,000 stock that’s selling for only $475/share. Buy the discount while you can $BRK.B