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Wilsonfusion

Until i can tell myself i was an idiot, only can i start making & stop losing. $BRKB HODL

    • WilsonfusionWilsonfusion
      ·09-19
      Wrong.  Buffett likes cash to be employed.  When a business or stocks gets overvalued, he sells.  He accumulate and wait good businesses get undervalued, he goes in fierce by deploying its cash position.  Thats how berkshire won over s&p for last few decades.

      Lower Interest Rates Yield a Loser: Berkshire Hathaway

      Berkshire Hathaway was a major beneficiary of the sharp increase in short rates from 2022 through early this year but now stands to lose given the drop in short rates now unfolding with the Federal Reserve's half-point cut in a key short rate Wednesday.Berkshire had the largest holdings of cash and equivalents of any U.S. company at $277 billion at the end of the June, compared with Apple at $153 billion and Alphabet at $101 billion.The bulk of Berkshire's cash is invested in short-term Treasury bills which have maturities of under a year. Berkshire CEO Warren Buffett is partial to three and six-month T Bills that are auctioned weekly by the Treasury. Berkshire held $234 billion of T-Bills at the end of June.Berkshire's interest and other investment income was up sharply in the first half of 2024, rising 80% to $4.5 billion before taxes from $2.5 billion in the year-earlier period. That increase reflects higher short rates and larger cash balances as Buffett sold almost $100 billion of
      Lower Interest Rates Yield a Loser: Berkshire Hathaway
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    • WilsonfusionWilsonfusion
      ·09-18
      $Berkshire Hathaway(BRK.B)$  Now that I only own $BRKB via Berkshire Hathaway, Whenever I make an investment, I write down this: 1. The reason I bought it. - It is a diversified business of over 60 companies as subsidiaries. - It has over 40 stocks in investments & dividends as returns. - Main purposes of owning it is not to have best returns but to have minimum risk of me losing my money long term. - It has outperformed S&P 500 long run. - It is recession proof company (able to be defensive/aggressive according to economy). - It is cash cow loaded with exceeding 300B in upcoming quarter. 2. The valuation - As I bought almost at premium price average, $469.5, it stands to near 1.65 book value. - Average
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    • WilsonfusionWilsonfusion
      ·09-18
      $Berkshire Hathaway(BRK.B)$  While everyone is focused on hot stocks like $NVDA $TSLA $GOOGL $PLTR $DJT $BTC (I was one of that idiot to swing trade these. They can go much higher LT) If i have itchy hand, just do least risks sell put to gain small profit. I am primarily focused on $BRK.B. Less price swing & less crowded play normally wins long term. Rate cuts, no cuts or recession. I have almost zero worries. Hope its the right mindset for you. Sleep well. Gain well. 
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    • WilsonfusionWilsonfusion
      ·09-17
      $Berkshire Hathaway(BRK.B)$ Yes its still a lost. Still DCA-ing. 3, 5, 10 years down the road. Its gonna be epic and sleeping well holding this. "Only buy something that you'd be perfectly happy to hold if the market shut down for ten years." - Warren Buffett
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    • WilsonfusionWilsonfusion
      ·09-13
      $Berkshire Hathaway(BRK.B)$  Correction seems to be on support at around $448 right now. Short term rebounce might come soon. If it drops more, low $400 might comes in. Nevertheless, berkshire is for long term growth. Its meant to be rich SLOWLY.  Ignoring 99% noise & staying focus!  Long term till 2030. It will be around x2 gain. Its fine with me. 
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    • WilsonfusionWilsonfusion
      ·09-11
      $Berkshire Hathaway(BRK.B)$   As mentioned previous posts, it has then retrace down 5% since high to around $459 from $484. It is a good time to adding little and slowly. Being consistent and doing nothing can be tough. Yes you heard that right. If you are struggling investors, you would understand. (doing nothing is a crucial skillset to succeed)  To make it simple,  Market is still pricing recession and remain cautious.  Total of 6.3T money still on the sidelines due to fear.  Market still watching inflation closely & rate cut confirmation by powell this month.  Well, its good for long term investor. Slowly add good company. Personally i am doing nothing much except doing short te
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    • WilsonfusionWilsonfusion
      ·09-04
      $Berkshire Hathaway(BRK.B)$  it is quite obvious, from technical point of view, its very overstretched and might pullback anytime soon, But in terms company fundamental, its better than ever before.  Current new highs implies this is a safehaven for any recession risks and big balance cash position to ready to deploy upon any good opportunities arises. Else, they can make 5% per year via treasury = 280b of 5% meaning almost 1b per month doing nothing! If do it correctly, they can buy small company literally for free few quarters. ( Cash really is king.)  Its a win win situation for any offensive or defensive play. It makes me comfortable to put my funds in. Of course cant expect to win fast. Its meant for winning slo
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    • WilsonfusionWilsonfusion
      ·09-03
      Why i choose all in $BRKB instead $SPY $QQQ? "Are you insane?! Going all in single stocks?" This is the response i always gotten from people when i tell them i only focus 1 stock at a time.  Why if u ask? Because i am a man of focus of 1 thing at a time. People always say to diversify and to reduce risks. But i dont just see how diversifying can reduce risks. What if other stocks dropped due to lack of studies or research? I honestly cannot or spend too much research for more than 3 company.  Hence, my investing lifestyle always one. But will perform deep research to the core.  Thats why i chose brkb. Again so many but why this? 1. Outperformed spy for 42 years! 2. Managed by warren buffet legend itself from 20mil to 1T valuation! He must have done right all along! 3. Brkb i
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    • WilsonfusionWilsonfusion
      ·09-03
      I used to be tesla investor since 2020 but no longer is. Why? Lets explore Some thought process about $TSLA & $NVDA from a common normies stranger.  I believe tesla and nvidia has made multiple millionaires. To be honest, $TSLA also made me my first fortune since 2020. But ever since, i been struggling to earn a decent profit. Trades here and there. It gives me nothing except anxiety because i lack focus.  End up i lose more than i earn. Well recently i buckle up and did more study about importance of physchology.  To actually win in stocks, knowing how to NOT DO ANYTHING IS A IMPORTANT SKILL.  No matter u invest in tesla or nvidia, if you arebt able to look long term (long enough as in 10 to 20 years ahead) you will most likely lose your wealth slowl
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    • WilsonfusionWilsonfusion
      ·08-30
      Been struggling between two style investor lately.  Momentum investing vs value investing. Sharing my thought as investor.  Started 2020 in $TSLA and that has made me my first 100k wealth. Since then i been running circle especially this year. I thought i had sufficient knowledge about invest. But lately i found i been an idiot. Investing in crypto. Trading in and out. Hoping for quick bucks. Instead my losses got bigger and bigger. (of course i only loss what i gained last year) Few times of this made me realized should i learn the right way of investing. Quotes from buffet itself,  1. Dont lose money.  2. Dont forget rule 1. Investing is about sleeping well at night. Should not focus in how much you can gain but how can you not lose money long term.  Thus, this p
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