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Monday, June 17, 2024

More And More It Appears BRK Is Foundering / Flounding / Struggling -- June 17, 2024

Locator: 47870BRK.

TSM vs BRK: famously sold TSM after holding it for only a few months -- 

Stayed with SNOW, instead:


IYKYK:

  • SNOW: software
  • TSM: chip manufacturing; joined at the hip with Apple
  • software? dead money since a month ago and likely to stay that way a long, long time

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BRK and EVs 

Link here.



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Disclaimer Briefly Reminder
  • I am inappropriately exuberant about the US economy and the US market, 
  • I am also inappropriately exuberant about all things Apple. 
  • See disclaimer. This is not an investment site. 
  • Disclaimer: this is not an investment site. Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here. All my posts are done quickly: there will be content and typographical errors. If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them.
  • Reminder: I am inappropriately exuberant about the US economy and the US market, 
  • I am also inappropriately exuberant about all things Apple.   

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Buffett: For The Past Five Years, "Nothing Of Value To Buy Out There"


With regard to BRK-B and MU, check every time period, 3 months, 6 months, one year, and five years. I don't check back farther than five years, and before deciding to buy / not buy, most important data point is the one-year chart.

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The Book Page 

Arrived today, from Amazon: Goodbye To All That, Robert Graves, c. 1957; renewed 2018. Everyman's Library

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