Anthropic published a blog post one hour ago. Cybersecurity stocks have lost $10B since. CrowdStrike -6.5%. Cloudflare -6%. Okta -5.7%. One blog post. One hour. $10B gone.↗

Charlie Munger said: “If all you ever did was buy high-quality stocks on the 200-week moving average, you would beat the S&P 500 by a large margin over time. The problem is, few human beings have that kind of discipline." 📉↗

US Stocks +200% this year. What's your excuse?↗

Nancy Pelosi portfolio hit a new all time high today. $253.7m. She’s up $1.7mil today. The portfolio I started as a joke, copy pasting her trades is up 71% in 6 months.↗

What is a stock/company that you know well that you can’t believe is down as much as it is?↗

I own 7 stocks that are 15+ baggers (and counting) Here are 10 traits they all have in common:↗

Apple & Amazon stock are each up ~300X over the last 20 yrs. Lots of people used and loved those companies' products even in 2001, but how many invested and held for 2 decades? Very few. What companies are like that today? Which public companies have 100x+ potential over 20 yrs?↗

If you could bet on 3 stocks for the next 10 years, what would they be?↗

Last one on Buffett. Here's his answer in 2009 vs 2020 about whether or why to buy stocks. His answer is pretty similar. I don't know what stocks will do over the short run. But I buy when the price is right. Interesting to compare and contrast.↗