Wisepenny
1.5K posts

Wisepenny
@TrimCurry
Potiones delicatae in siti rapax vastantur



New position $AMZN Portfolio allocation: 19.5% I saw many investors far smarter than me loading up on $AMZN in the latest 13F filings. After a significant drawdown, I think this is a very attractive entry point. If you operate on a longer time frame, the largest companies - the ones with real capital - tend to keep dominating. They acquire competitors. They extend their moat. They compound. And yes - Amazon is spending enormous amounts of money planting the seeds in AI. That spending pressures margins today. But it builds the foundation for future dominance. Markets often punish heavy investment cycles before rewarding the outcome. After roughly a 20% pullback, Amazon looks compelling.




The Dignity Act is mass amnesty and would constitute a terrible betrayal of our voters.


















