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)