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Librarian Capital
If we were to get a 1987-style crash, it would be deeply ironic for the people at Ruffer, having publicly predicted one in April and then (quietly) reversed their view in May
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If we were to get a 1987-style crash, it would be deeply ironic for the people at Ruffer, having publicly predicted one in April and then (quietly) reversed their view in May
Remember this from April? "Risk of 1987-Style Meltdown Sparks Ruffer’s Record Cash Bet"
Ruffer manager: "It could be within the next 3 months"
2 months later: "Acknowledging ... the passing of several risk events ... We added about 5% to our equity exposure" (May factsheet) https://t.co/tXsxAolMUv tweet
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Hidden Value Gems
RT @HiddenValueGems: Interesting that back in the 1970s, Japanese trading companies were viewed as the best vehicle to get exposure to the rising Japanese market.
They have been a great vehicle this time again, with Buffett exploiting this perfectly. https://t.co/NG04D82Fpp
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RT @HiddenValueGems: Interesting that back in the 1970s, Japanese trading companies were viewed as the best vehicle to get exposure to the rising Japanese market.
They have been a great vehicle this time again, with Buffett exploiting this perfectly. https://t.co/NG04D82Fpp
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Offshore
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Librarian Capital
Richard Oldfield called his decision to go to 40% cash on day of 1987 crash "the worst mistake of my career"
On holiday, he first thought there was little to worry
He "then made a terrible mistake ... went back to work"
(Source: "Simple but Not Easy") https://t.co/wRDjS5z27X
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Richard Oldfield called his decision to go to 40% cash on day of 1987 crash "the worst mistake of my career"
On holiday, he first thought there was little to worry
He "then made a terrible mistake ... went back to work"
(Source: "Simple but Not Easy") https://t.co/wRDjS5z27X
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Offshore
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Finding Compounders
Ron Barron’s Dec 2021 Quarterly report
- During inflation, Goodwill is the gift that keeps on giving
- Chuck Mathewson of IGT
-Buffett selling him on owning a Net Jets time share https://t.co/BimT1V6EDB
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Ron Barron’s Dec 2021 Quarterly report
- During inflation, Goodwill is the gift that keeps on giving
- Chuck Mathewson of IGT
-Buffett selling him on owning a Net Jets time share https://t.co/BimT1V6EDB
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Offshore
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Invest In Assets 📈
$10.000 invested in Novo Nordisk at its IPO in 1992 is today worth $5.283.806.
The company is known for its diabetes treatment and weight loss drugs used by millions.
Let's take a closer look at this Healthcare giant: https://t.co/to1y8WPqpf
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$10.000 invested in Novo Nordisk at its IPO in 1992 is today worth $5.283.806.
The company is known for its diabetes treatment and weight loss drugs used by millions.
Let's take a closer look at this Healthcare giant: https://t.co/to1y8WPqpf
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Hidden Value Gems
Warren Buffett on building BRK’s cash pile (2024 meeting):
“I don’t mind at all, under current conditions, building the cash position. I think when I look at the alternative of what’s available, the equity markets, and I look at the composition of what’s going on in the world, we find it quite attractive.“
#BerkshireHathaway
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Warren Buffett on building BRK’s cash pile (2024 meeting):
“I don’t mind at all, under current conditions, building the cash position. I think when I look at the alternative of what’s available, the equity markets, and I look at the composition of what’s going on in the world, we find it quite attractive.“
#BerkshireHathaway
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Hidden Value Gems
Quote of the day #57
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Quote of the day #57
Warren Buffett on building BRK’s cash pile (2024 meeting):
“I don’t mind at all, under current conditions, building the cash position. I think when I look at the alternative of what’s available, the equity markets, and I look at the composition of what’s going on in the world, we find it quite attractive.“
#BerkshireHathaway tweet
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Invest In Assets 📈
There is always a compelling reason to sell stocks.
Focus on business fundamentals & valuation - ignore the noise: https://t.co/Tk1oRzerlH
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There is always a compelling reason to sell stocks.
Focus on business fundamentals & valuation - ignore the noise: https://t.co/Tk1oRzerlH
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