On The Hunt For No-Brainers | Value Investing Podcast And Blog
Prosus announced that they are going to start selling Tencent shares to fund a buyback of Prosus and Naspers stock. They said they will continue this while the discount remains unacceptable. About a …
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Google at the current price is a perfect investment. It's not going to pay off as fast as Ted Weschler's 2020 Dillard's bet, a one year 13 bagger, but I think it has the same characteristics that made …
My portfolio is beautiful. I like what I own, I want to own more of it, and it's been difficult for me to find any ideas lately that I like better than what's already in there. Here's to hoping my …
Mohnish Pabrai has sold more Seritage. This February 15th filing shows his share count is down to 1.137 million shares. He ended Q3 2021 with 4.733 million shares. So his Seritage holding is down by …
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Today I sold all of my remaining Seritage Growth Properties stock. It was a 7% to 8% position in the After Dinner Investor portfolio and for me personally. I decided to sell for a few reasons which …
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My bias is to try and hold wonderful businesses forever. In that spirit, I've created this wonderful business holding checklist to help slow me down when I think about selling a wonderful business. …
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