Kenyon

@ceomnsr $NFLX I sold for the one and only time I did tax loss harvesting. Never again. Other than that, I don’t sell out of my businesses.

What's one stock you wish you never sold?

@QC_Capitals Both as I’ve held both the last 5 years and they have been absolutely fantastic compounders. I will continue to own these for decades.

$AVGO or $NVDA - choose one to hold for the next 5 years.

@DeepIceValue $INTC would be an easy choice based on the performance of the company. $MU -no. The company will be owned by me for a very long time. I don’t short stocks as it’s part of the gambling shenanigans

If I would consider shorting stocks, surely the top of the list would have $MU and $INTC.. But I dont think shorting is a good strategy, and I would never short.. ✅️

@OverkillTrading One place i definitely won’t take advice from is the robin hood casino on valuation as much as they push trading to make money off people.

Robinhood says fair value for $MU $455. If u want to buy it after running 700% on the year that’s you. I’ve seen this play out over and over again. Everything corrects. That’s why we invest off the data here @OverkillTrading not off of emotion or what we “think” or what someone says on the news. If an asset is overbought. WE DON’T WANT IT!! Id say the same thing about Amazon apple Microsoft if they were trading at the same trajectory. Our goal here is to buy good quality assets and GREAT PRICES. Micron is a good quality asset no arguing that but right now it’s not trading at a great price. We will be patient and wait until the flush and profit taking comes. You can buy the greatest company in the world but if you are buying it at a premium you aren’t doing it right.. Learn more ➡️overkillinvestingclub.com

@DudeWhoInvests This video is from October and his book is titled 1929. He only said a crash is coming which occurs every few years anyway not a 1929 crash or massive crash. Nobody ever defines crash but if you own good businesses, so what? You will be fine just like the ones in 2008

Andrew Ross Sorkin says he is 100% SURE that a 1929 type of crash is coming. One thing I would hate is to be levered long when this happens. Not even sure it will though. Scary to think about for sure.

@FluentInFinance He did not say massive and nobody ever decribes what a crash is numerically. Is it 30%, 50%, etc?

“A crash is coming.” Andrew Ross Sorkin says a massive crash is inevitable. He’s one of the most credible financial journalists in the world.

@Mr_Derivatives People say it but nobody defines what a crash is. What exactly is a crash by percentage?

Andrew Ross Sorkin says a major stock market crash is coming. He is 100% sure it is. He even has a book titled 1929, lol. However, he just doesn’t know when the crash will occur and the magnitude of the crash. Thoughts?

@InvestingAddict I own 0 index funds and 100% individual stocks so I firmly disagree with this

You should never have more money in individual stocks than you do Index funds.

@DeepIceValue Why do you need to rush when the company is going to be around the next 100 years anyway and their products and ecosystem is still unique.

Its crazy too see that out of MAG 7, only $AAPL is "patient" on AI investments.. > $AMZN is investing $200B > $GOOG is investing $ 175-185B > $MSFT is investing $146B > $META is investing $125B > $NVDA is investing $90B > $TSLA is investing $25B > $AAPL is investing $14B This is going to end up as an genius or idiotic move, and only the time will tell..

@IndexAndForget @100kDiary @DividendDrip Actually that’s why you don’t buy nonprofitable companies. It’s just that simple. It has nothing to do with buying outstanding businesses that are both profitable and growing.

This is why you buy the S&P 500 $VOO

@ant_trading1 I own 13 businesses but it’s not a lot to manage as I don’t have to manage them. Jensen Huang runs $NVDA, Hock Tan runs $AVGO, Andy Jassey runs $AMZN , Sundar Pichai runs $GOOGL All I have to do is just own a piece of the businesses and let them compound.

How many stocks do you own in your portfolio?

@DeepIceValue If the fundamentals collapse, it is no longer an outstanding business. But as Philip Fisher says “Who can say with even moderate precision what is exactly overpriced for a business with an unusually rapid growth rate”? I can tell a good business more so than it being overpriced

@khack14 Nah, you have to sell when its highly overvalued or fundamentals colapse

When the market opens on Tuesday, stocks might skyrocket, but is it time to sell if the market goes up 10-15% in next few days? 🤯 🤔

@Leo_Traydes In bought $TSM last year sub $300 to own for decades

I would much rather be 100% $TSM than $VOO for at least the next 5 years 🤷‍♂️ But you won’t agree because of China 🤣

@ma15350 @espn The game ended in the 5th so….

@espn It’s the bottom of the 4th, calm down Sheila.

ALL THE FEELS 🗣️ NiJaree Canady strikes out the Gators with the bases loaded 😮‍💨🔥

@TwoMindMoney @espn She didn’t give up 7 runs; only 2 ER

@espn Acts like she hasn't given up 7 runs

@QC_Capitals That’s a very easy one for me! $MU for the win.

Which stock is the better buy right now $MU or $INTC

@InvestingAddict Don’t buy stock in businesses they aren’t profitable and whose earnings aren’t growing. Problem solved as there is a 100% correlation between earnings growth and stock price movements per Peter Lynch

Some individual stocks will never hit another all time high. The S&P 500 will hit another all time high. Get my point?

@EconNotes_ The next $NVDA is $NVDA People just overthink it and won’t own it for 20 years.

Everyone says “just buy $SPY and relax” But if that really worked so well, why is everyone still trying to find the next $NVDA or $TSLA

@simplecentsco All 3

You can say what you want about the U.S. (I have opinions of my own 🫣)… but you CANNOT discount the strength and power of American companies! 👀 Which one are you invested in? Or all 3?