How to handle signs of a bubble in quality stocks with influential newsletter editor Whitney Tilson.
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Whitney Tilson
Editor & Lead Analyst
Stansberry’s Investment Advisory newsletter
ACTION POINT
READ POOR CHARLIE’S ALMANACK: THE ESSENTIAL WIT AND WISDOM OF CHARLES T. MUNGER
Died 11/28/23 at age 99
– Vice Chairman Berkshire Hathaway
– Legendary Investor
– Warren Buffett’s closest friend, longtime business partner & advisor
– Buffett’s “Abominable No-Man”
– vetoed numerous potential investments over the years
– Changed Buffett’s original approach of buying “… ‘cigar-butt’ investments—mediocre companies at ‘bargain’ prices” to “…pursuit of splendid businesses selling at [reasonable] prices.” “Charlie Munger, Warren Buffett’s Partner and ‘Abominable No-Man,’ Dies at 99”, The Wall Street Journal 11/28/2023
BOOKSHELF
ONE INVESTMENT
BUY AND FORGET
S&P 500 Index (SPX)
Price: $5,608.25
52-week range: $4,103.78 – $5,669.67
LONG TERM PORTFOLIO FOUNDATION
Berkshire Hathaway Inc (BRK.B)
Price: $448.77 on 8/19
52-week range: $330.58 – $450.45
GREAT COMPANY TURNAROUND
Nike Inc (NKE)
Price: $83.28 on 8/19
52-week range: $70.75 – $123.39
STOCK, BOND, FUND MENTIONS
- Apple Inc (AAPL)
- Costco Wholesale Corp (COST)
- NVIDIA Corp (NVDA)
- Nike Inc (NKE)
- Starbucks Corp (SBUX)
- Eli Lilly & Co (LLY)
- Cisco Systems Inc (CSCO)
- Coca-Cola Co (KO)
- Meta Platforms Inc (META)
- B3 S.A. Brasil, Bolsa, Balcao (BOLSY)
- Intercontinental Exchange Inc (ICE)
- Cboe Global Markets Inc (CBOE)
WEB EXTRA
BUFFETT REUNIONS
What’s the appeal of attending Berkshire Hathaway’s annual meeting for 26 years? Influential newsletter editor and Buffett acolyte, Whitney Tilson explains the lure.
