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David Einhorn says today feels more like 2007 than the dot-com bubble - even as he just pitched five US stocks with roughly 52% to 167% upside: “I actually think it’s a little bit more like maybe like 2007.” this is him explaining where he’s still finding value in...

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ludoonchart

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170,201 görüntüleme • 1 ay önce •via X (Twitter)

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Undiscovered Value & Growth Stocks 🔭 profil fotoğrafı
Undiscovered Value & Growth Stocks 🔭1 ay önce

The first thing he needs to do is outperform the market (which he has not done for ages) and then I can even turn on the audio here.

Jeff Smith profil fotoğrafı
Jeff Smith1 ay önce

He's been calling every year as 2007.

Cash Flow Files profil fotoğrafı
Cash Flow Files1 ay önce

The best opportunities usually show up when the market hates the story but the underlying cash economics are improving. Cheap alone isn’t enough. Something inside the business has to be changing.

HB profil fotoğrafı
HB1 ay önce

This interview is a few weeks old... please post the date

kingkang profil fotoğrafı
kingkang1 ay önce

Dang Einhorn finally looks old (he's 57)

Moysha profil fotoğrafı
Moysha1 ay önce

booked

Fatmir profil fotoğrafı
Fatmir1 ay önce

Calling it 2007 while still hunting for triple-digit upside. Einhorn warns and buys in the same breath. That’s the difference.

Randy Coard profil fotoğrafı
Randy Coard1 ay önce

Whether it's like 2007 or the dot com bubble, in both cases you lost over 50%.

Ug.Nd profil fotoğrafı
Ug.Nd1 ay önce

"He's absolutely spot on as to $VSNT."

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David Einhorn walked onto the 2026 Sohn stage and pitched five US stocks with roughly 52% to 167% upside - including a cable spin-off trading at a 19% free cash flow yield: “Versant is supercheap, and we find that very sexy” this is him explaining why he’s looking where almost nobody else wants to look - businesses the market has treated as permanently broken even though the underlying economics are already changing. Fluor nearly went bankrupt in 2020, but more than 80% of its backlog is now cost-plus and the company is buying back roughly 20% of its shares; Victoria’s Secret is still running at about half its historical margins, while Einhorn sees around 74% upside if they normalize five companies. five different transitions. the same bet underneath all of them - the market is pricing today’s problems as if they never end full speech below ↓
16:43

David Einhorn walked onto the 2026 Sohn stage and pitched five US stocks with roughly 52% to 167% upside - including a cable spin-off trading at a 19% free cash flow yield: “Versant is supercheap, and we find that very sexy” this is him explaining why he’s looking where almost nobody else wants to look - businesses the market has treated as permanently broken even though the underlying economics are already changing. Fluor nearly went bankrupt in 2020, but more than 80% of its backlog is now cost-plus and the company is buying back roughly 20% of its shares; Victoria’s Secret is still running at about half its historical margins, while Einhorn sees around 74% upside if they normalize five companies. five different transitions. the same bet underneath all of them - the market is pricing today’s problems as if they never end full speech below ↓

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David Einhorn started Greenlight with just $900,000 in 1996 - and nearly 30 years later he says the industry that taught him how to invest has basically been wiped out: “the value investing industry... is defeated, so to speak” this is him explaining why trillions moving into passive funds killed off entire research teams, why most trading today has “nothing to do with value,” and why that actually leaves more mispriced stocks for the few investors still willing to figure out what a business is worth Einhorn says even if Greenlight does a really good job, they’ll still be wrong roughly 30-35% of the time: “the best advice I’ve ever received in managing a portfolio is: as soon as you know that you’re wrong, change your mind” bookmark and watch the full interview below
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David Einhorn started Greenlight with just $900,000 in 1996 - and nearly 30 years later he says the industry that taught him how to invest has basically been wiped out: “the value investing industry... is defeated, so to speak” this is him explaining why trillions moving into passive funds killed off entire research teams, why most trading today has “nothing to do with value,” and why that actually leaves more mispriced stocks for the few investors still willing to figure out what a business is worth Einhorn says even if Greenlight does a really good job, they’ll still be wrong roughly 30-35% of the time: “the best advice I’ve ever received in managing a portfolio is: as soon as you know that you’re wrong, change your mind” bookmark and watch the full interview below

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David Einhorn says he first bought Apple when the entire company was worth around $1 billion, made 30–40% and sold before the iPod even existed - a trade he still considers one of his biggest mistakes: “probably the worst sale of my entire career” this is him explaining why he bought Apple again years later. investors still treated it like a hardware company that competitors would eventually commoditize, while he thought the combination of hardware, software and services was making customers increasingly tied to the ecosystem instead Einhorn says Greenlight then made Apple its largest position and held it for around 5–6 years while it traded at roughly 6–9x earnings because he thought the market was valuing it like a low-quality hardware company even as earnings kept growing full interview below
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David Einhorn says he first bought Apple when the entire company was worth around $1 billion, made 30–40% and sold before the iPod even existed - a trade he still considers one of his biggest mistakes: “probably the worst sale of my entire career” this is him explaining why he bought Apple again years later. investors still treated it like a hardware company that competitors would eventually commoditize, while he thought the combination of hardware, software and services was making customers increasingly tied to the ecosystem instead Einhorn says Greenlight then made Apple its largest position and held it for around 5–6 years while it traded at roughly 6–9x earnings because he thought the market was valuing it like a low-quality hardware company even as earnings kept growing full interview below

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David Einhorn says the hedge fund industry is only about $2.5-3 trillion while mutual funds are more than 10x larger - and as trillions moved from active managers into passive funds, he thinks value investing got effectively wiped out: “the value investing industry... is defeated, so to speak” this is him explaining why cheap stocks can now stay cheap for years. the investors who used to buy them got redeemed, research teams disappeared, and index flows kept pushing more money toward the biggest and most expensive companies instead Einhorn says Greenlight had to adapt by going from paying 10–11x earnings for undervalued companies to looking for stocks at 4–5x earnings with 15–20% cash-flow yields and aggressive buybacks - because he can no longer assume another active manager will eventually show up and rerate the stock full interview below
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David Einhorn says the hedge fund industry is only about $2.5-3 trillion while mutual funds are more than 10x larger - and as trillions moved from active managers into passive funds, he thinks value investing got effectively wiped out: “the value investing industry... is defeated, so to speak” this is him explaining why cheap stocks can now stay cheap for years. the investors who used to buy them got redeemed, research teams disappeared, and index flows kept pushing more money toward the biggest and most expensive companies instead Einhorn says Greenlight had to adapt by going from paying 10–11x earnings for undervalued companies to looking for stocks at 4–5x earnings with 15–20% cash-flow yields and aggressive buybacks - because he can no longer assume another active manager will eventually show up and rerate the stock full interview below

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Scott Bessent helped George Soros make roughly $3.5 billion on the Abenomics trade from 2012 to 2015 - but says the real edge in macro investing is much simpler: “we study history, we observe the present, and try to imagine the future” this is him explaining why macro isn’t really about predicting every economic number. Bessent looks for regime changes, policy mistakes and situations where the market is pricing one outcome while the range of possible outcomes is much wider Bessent says he doesn’t even use a Bloomberg terminal and instead looks through around 270 charts every night - searching for anomalies, things that are changing, or something in the market that simply looks unsustainable full interview below
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Scott Bessent helped George Soros make roughly $3.5 billion on the Abenomics trade from 2012 to 2015 - but says the real edge in macro investing is much simpler: “we study history, we observe the present, and try to imagine the future” this is him explaining why macro isn’t really about predicting every economic number. Bessent looks for regime changes, policy mistakes and situations where the market is pricing one outcome while the range of possible outcomes is much wider Bessent says he doesn’t even use a Bloomberg terminal and instead looks through around 270 charts every night - searching for anomalies, things that are changing, or something in the market that simply looks unsustainable full interview below

ludoonchart

77,770 görüntüleme • 1 ay önce

RWA is starting to look less like one market and more like several different markets sharing the same label. I spent some time going through CoinGecko RWA Charts, and the most interesting part wasn’t the headline market cap. It was the gap between where the value is concentrated and where tokenization is expanding. At the time of this recording, the dashboard showed roughly $8.38B in tokenized RWA market cap and $1.53B in 24H volume. Capital is still concentrated in commodities Commodities: $5.397B Stocks: $2.383B ETFs: $607M That means commodities represent roughly 64% of the tracked market, while stocks sit around 28% and ETFs around 7%. Tokenized equities may be getting a lot of attention, but the capital distribution tells a different story. Issuer market cap and product breadth are telling two different stories On the issuer side, Tether and Paxos account for roughly $4.62B combined, more than half of the market cap shown in the issuer chart. Then switch the same dashboard from market cap to token count. Picture changes completely. Reality: 572 tokens Ondo Finance: 447 Dinari: 248 Robinhood Europe: 192 xStocks: 141 This is where the data becomes useful. Market cap shows where capital is concentrated. Token count shows where product coverage is broadest. Volume shows where actual trading activity is taking place. Looking at only one of those metrics can give you a very incomplete picture of what is happening across tokenized assets. CoinGecko’s RWA Charts puts all three together and lets you break them down by asset type or issuer, then move through timeframes from 24H all the way to Max. For me, that makes it more useful as a discovery tool than simply another market-cap page. You can actually see which parts of the RWA market are carrying value, which issuers are expanding coverage, and where activity is shifting. Explore the RWA data yourself:
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RWA is starting to look less like one market and more like several different markets sharing the same label. I spent some time going through CoinGecko RWA Charts, and the most interesting part wasn’t the headline market cap. It was the gap between where the value is concentrated and where tokenization is expanding. At the time of this recording, the dashboard showed roughly $8.38B in tokenized RWA market cap and $1.53B in 24H volume. Capital is still concentrated in commodities Commodities: $5.397B Stocks: $2.383B ETFs: $607M That means commodities represent roughly 64% of the tracked market, while stocks sit around 28% and ETFs around 7%. Tokenized equities may be getting a lot of attention, but the capital distribution tells a different story. Issuer market cap and product breadth are telling two different stories On the issuer side, Tether and Paxos account for roughly $4.62B combined, more than half of the market cap shown in the issuer chart. Then switch the same dashboard from market cap to token count. Picture changes completely. Reality: 572 tokens Ondo Finance: 447 Dinari: 248 Robinhood Europe: 192 xStocks: 141 This is where the data becomes useful. Market cap shows where capital is concentrated. Token count shows where product coverage is broadest. Volume shows where actual trading activity is taking place. Looking at only one of those metrics can give you a very incomplete picture of what is happening across tokenized assets. CoinGecko’s RWA Charts puts all three together and lets you break them down by asset type or issuer, then move through timeframes from 24H all the way to Max. For me, that makes it more useful as a discovery tool than simply another market-cap page. You can actually see which parts of the RWA market are carrying value, which issuers are expanding coverage, and where activity is shifting. Explore the RWA data yourself:

Arjantit

31,626 görüntüleme • 7 gün önce

.Erik Voorhees: It’s actually good, from the Trojan horse perspective, that Bitcoin was traceable enough for traditional institutions to tolerate it. “When Bitcoin came out, everyone called it private, thought of it as private. It was referred to as anonymous in every news story. And in some ways, it is very private and very anonymous. But the truth is that it’s also extremely trackable and traceable. It is not private in reality. And the question is, should it have been from the start? And at first I thought, yes, it should have been more private. And that was a mistake in its design. However, I think if Bitcoin had been anonymous truly from the start, like a Zcash or a Monero, it would have had such antagonism from the state. I don’t know that the state could have snuffed it out, but they would have tried much harder. And I think it’s actually good, from the Trojan horse metaphor perspective, that it was traceable enough that the traditional institutions could tolerate it. They’ve never liked it, but they could at least tolerate it because there is some traceability. And that has allowed Bitcoin to grow. And I think in its shadow, that other crypto assets are actually anonymous is very healthy. The strength of cryptocurrency as a concept in society, I think, is served best when Bitcoin itself is not perfectly private, but other assets are. That is a very difficult thing, I think, for the state to combat. And that decentralization of attributes is really, really crucial. So, yeah, I’m very glad that there are other coins that are private. I want there to be more of them, and I want them to be more popular. And I think it’s okay that Bitcoin itself is not.”
2:11

.Erik Voorhees: It’s actually good, from the Trojan horse perspective, that Bitcoin was traceable enough for traditional institutions to tolerate it. “When Bitcoin came out, everyone called it private, thought of it as private. It was referred to as anonymous in every news story. And in some ways, it is very private and very anonymous. But the truth is that it’s also extremely trackable and traceable. It is not private in reality. And the question is, should it have been from the start? And at first I thought, yes, it should have been more private. And that was a mistake in its design. However, I think if Bitcoin had been anonymous truly from the start, like a Zcash or a Monero, it would have had such antagonism from the state. I don’t know that the state could have snuffed it out, but they would have tried much harder. And I think it’s actually good, from the Trojan horse metaphor perspective, that it was traceable enough that the traditional institutions could tolerate it. They’ve never liked it, but they could at least tolerate it because there is some traceability. And that has allowed Bitcoin to grow. And I think in its shadow, that other crypto assets are actually anonymous is very healthy. The strength of cryptocurrency as a concept in society, I think, is served best when Bitcoin itself is not perfectly private, but other assets are. That is a very difficult thing, I think, for the state to combat. And that decentralization of attributes is really, really crucial. So, yeah, I’m very glad that there are other coins that are private. I want there to be more of them, and I want them to be more popular. And I think it’s okay that Bitcoin itself is not.”

Arjun Khemani

23,351 görüntüleme • 3 ay önce

This interview is very interesting as it mirrors what is going on today. In the 60s, we had protests, marxist support, free love and a rejection of God. Today we have the same and in some cases, a more extreme version of with how much it has seeped into all of culture and even into more sinister forms such as gender ideology. What makes it interesting is how Martyn describes how after the 1960s, people started to turn back to Christ after seeing the depravity of man, much like we also are seeing now. “The more man expresses himself, the worse things become. If each one of us is a god, and I determine what I think is right, and you think differently; there is a clash immediately and there is chaos.” Joan Bakewell interviews Martyn-Lloyd Jones in 1970
2:59

This interview is very interesting as it mirrors what is going on today. In the 60s, we had protests, marxist support, free love and a rejection of God. Today we have the same and in some cases, a more extreme version of with how much it has seeped into all of culture and even into more sinister forms such as gender ideology. What makes it interesting is how Martyn describes how after the 1960s, people started to turn back to Christ after seeing the depravity of man, much like we also are seeing now. “The more man expresses himself, the worse things become. If each one of us is a god, and I determine what I think is right, and you think differently; there is a clash immediately and there is chaos.” Joan Bakewell interviews Martyn-Lloyd Jones in 1970

Creeds & Confessions

11,340 görüntüleme • 11 ay önce

David Tepper on what to do when you have zero edge: "i don't have an opinion on the stock market. i just don't feel it being involved. i'm here on the bond market... i definitely have more of an opinion on this one." most guys feel physically sick if they are not in an active trade. if the market is chopping sideways in a muddy range, they will just force an entry anyway. they sit there clicking buttons and handing their account balance to the algos out of pure boredom Tepper runs a massive fund, and his biggest flex is simply admitting when he has no clue what the stock market is about to do instead of guessing, he takes his money and moves it to a completely different market where the setup is actually clean and the central banks are telling him exactly what they want you do not have to trade every single day. you do not have to trade the same ticker all year. if the chart looks like trash and you have no read on it, sitting in cash is a real position stop forcing plays just to feel something. only step in when the math makes sense bookmark and watch the 2016 archive here
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David Tepper on what to do when you have zero edge: "i don't have an opinion on the stock market. i just don't feel it being involved. i'm here on the bond market... i definitely have more of an opinion on this one." most guys feel physically sick if they are not in an active trade. if the market is chopping sideways in a muddy range, they will just force an entry anyway. they sit there clicking buttons and handing their account balance to the algos out of pure boredom Tepper runs a massive fund, and his biggest flex is simply admitting when he has no clue what the stock market is about to do instead of guessing, he takes his money and moves it to a completely different market where the setup is actually clean and the central banks are telling him exactly what they want you do not have to trade every single day. you do not have to trade the same ticker all year. if the chart looks like trash and you have no read on it, sitting in cash is a real position stop forcing plays just to feel something. only step in when the math makes sense bookmark and watch the 2016 archive here

ludoonchart

420,069 görüntüleme • 3 ay önce

Michael Oliver sees silver as the most explosive upside market right now. He argues that if silver simply catches up with gold, copper, steel, lead and zinc relative to their 1980 levels, it could reach around $500 an ounce. In his view, $500 is not even the target, just a reasonable “norm,” with the potential for silver to overshoot after being held too low for decades.
3:08

Michael Oliver sees silver as the most explosive upside market right now. He argues that if silver simply catches up with gold, copper, steel, lead and zinc relative to their 1980 levels, it could reach around $500 an ounce. In his view, $500 is not even the target, just a reasonable “norm,” with the potential for silver to overshoot after being held too low for decades.

TheGladiator

40,400 görüntüleme • 1 ay önce

Gavin Baker: "Anthropic is roughly four times more capital efficient than OpenAI - they're growing really fast and they're not burning that much cash" this is him explaining why he thinks token efficiency decides who wins, why xAI has the lowest cost per token of anyone, and what a Tesla board member says is actually the most advanced AI in the world right now "an Anthropic model can give you a comparable quality answer to a Google model using half as many tokens - and each token is literally cost" "xAI has the lowest cost per token because they build data centers faster and at a lower cost than everyone, and they run GPUs at a higher utilization" Tesla board member Antonio Gracias: "Tesla actually is today the most advanced AI in the world - it does the most complex thing a human does, drive a car" bookmark & watch the full conversation ↓
15:52

Gavin Baker: "Anthropic is roughly four times more capital efficient than OpenAI - they're growing really fast and they're not burning that much cash" this is him explaining why he thinks token efficiency decides who wins, why xAI has the lowest cost per token of anyone, and what a Tesla board member says is actually the most advanced AI in the world right now "an Anthropic model can give you a comparable quality answer to a Google model using half as many tokens - and each token is literally cost" "xAI has the lowest cost per token because they build data centers faster and at a lower cost than everyone, and they run GPUs at a higher utilization" Tesla board member Antonio Gracias: "Tesla actually is today the most advanced AI in the world - it does the most complex thing a human does, drive a car" bookmark & watch the full conversation ↓

Сarm1ne

128,347 görüntüleme • 2 ay önce

BitGo CEO Mike Belshe says Bitcoin's decentralization is unparalleled, Ethereum has done a little, and then a quick drop-off "Bitcoin will always have its own token. The token is the value. It is the decentralized asset. There's no debate that it provides a level of decentralization that is completely unparalleled." "Ethereum has done a little bit, and then it's a quick drop-off in terms of true decentralization for the rest of the coins. It's probably going to be more centralized than we like, not as centralized as the past. And the chains are still fighting it out on tech."
0:39

BitGo CEO Mike Belshe says Bitcoin's decentralization is unparalleled, Ethereum has done a little, and then a quick drop-off "Bitcoin will always have its own token. The token is the value. It is the decentralized asset. There's no debate that it provides a level of decentralization that is completely unparalleled." "Ethereum has done a little bit, and then it's a quick drop-off in terms of true decentralization for the rest of the coins. It's probably going to be more centralized than we like, not as centralized as the past. And the chains are still fighting it out on tech."

The Wolf Of All Streets

35,402 görüntüleme • 29 gün önce

#WATCH | Delhi | SEMICON India 2026 |Lars Reger from NXP Semiconductors in Netherlands, says, "The interaction was very good, not only with the ministers but also with the Prime Minister. Yesterday, we had a very fruitful CEO roundtable as well... The focus was on how we can build systems that enable a complete Indian electronics industry, not just a semiconductor industry. What we are looking at worldwide is a future that anticipates intelligent systems all around us—small robots and connected devices everywhere... We have all this silicon, but we need to train our customers and help them apply it quickly. This is an area where the Indian market is expanding rapidly at the moment, and we need to educate and support as much as we can..." He also says, "From both the government side and the industry side, we are discussing the next steps needed to support a broad student base, customer base, and startup ecosystem. We are running startup competitions, and I am actually on my way to one now that we are organizing together with Minister Goyal, to ensure that the ecosystem receives the support it needs. My comparison has always been that the Indian market is like a tiger that is ready to jump. Everyone knows India as a major R&D hub. For the past 50 years, NXP and its predecessor companies have been involved in research and development here, including hardware and software development. That is already well established. What is emerging now is the growing demand within the Indian market for electronic systems. That is extremely exciting, and we need to be well prepared to serve that market and ensure that people understand what is possible. It is a technical exercise, but it is also a communication exercise, and that is what makes it so exciting."
3:10

#WATCH | Delhi | SEMICON India 2026 |Lars Reger from NXP Semiconductors in Netherlands, says, "The interaction was very good, not only with the ministers but also with the Prime Minister. Yesterday, we had a very fruitful CEO roundtable as well... The focus was on how we can build systems that enable a complete Indian electronics industry, not just a semiconductor industry. What we are looking at worldwide is a future that anticipates intelligent systems all around us—small robots and connected devices everywhere... We have all this silicon, but we need to train our customers and help them apply it quickly. This is an area where the Indian market is expanding rapidly at the moment, and we need to educate and support as much as we can..." He also says, "From both the government side and the industry side, we are discussing the next steps needed to support a broad student base, customer base, and startup ecosystem. We are running startup competitions, and I am actually on my way to one now that we are organizing together with Minister Goyal, to ensure that the ecosystem receives the support it needs. My comparison has always been that the Indian market is like a tiger that is ready to jump. Everyone knows India as a major R&D hub. For the past 50 years, NXP and its predecessor companies have been involved in research and development here, including hardware and software development. That is already well established. What is emerging now is the growing demand within the Indian market for electronic systems. That is extremely exciting, and we need to be well prepared to serve that market and ensure that people understand what is possible. It is a technical exercise, but it is also a communication exercise, and that is what makes it so exciting."

ANI

22,233 görüntüleme • 15 gün önce

Howard Marks just gave a warning about the current stock market environment, boldly claiming we are in a stock market bubble Here's what he said: "It does seem that stocks are expensive relative to what I call fundamentals or you might call reality. The outstanding reason is that there hasn't been a serious market correction in 16 years. So people get out of the habit of thinking about market corrections. The biggest single mistake I've been thinking a lot - what is the biggest single mistake investors make? And I've concluded that it is that they conclude that the way things are today is the way it will always be. And the things that have been happening will always continue to happen. Whereas reversion to the mean is much more likely. So I just think that it's worked very well. Being an equity investor has worked very well. Doing it on leverage has worked even better. Concentrating in a few stocks has gone very well. Investors are by nature optimistic, and that optimism dies hard. And I just think that the fluctuations of the market are mostly related to psychological fluctuations, and people go from neutrality to liking stocks to liking them a lot to liking them a ton to liking them too much. And that's the continuation that creates bubbles. And you know where we probably in the early days of that when you talk about liking these assets a little bit too much."
3:10

Howard Marks just gave a warning about the current stock market environment, boldly claiming we are in a stock market bubble Here's what he said: "It does seem that stocks are expensive relative to what I call fundamentals or you might call reality. The outstanding reason is that there hasn't been a serious market correction in 16 years. So people get out of the habit of thinking about market corrections. The biggest single mistake I've been thinking a lot - what is the biggest single mistake investors make? And I've concluded that it is that they conclude that the way things are today is the way it will always be. And the things that have been happening will always continue to happen. Whereas reversion to the mean is much more likely. So I just think that it's worked very well. Being an equity investor has worked very well. Doing it on leverage has worked even better. Concentrating in a few stocks has gone very well. Investors are by nature optimistic, and that optimism dies hard. And I just think that the fluctuations of the market are mostly related to psychological fluctuations, and people go from neutrality to liking stocks to liking them a lot to liking them a ton to liking them too much. And that's the continuation that creates bubbles. And you know where we probably in the early days of that when you talk about liking these assets a little bit too much."

Triple Net Investor

43,952 görüntüleme • 1 yıl önce

In this rare interview, John Templeton was asked when is the exact right time to sell a stock, after building one of the greatest investment track records in history: "when you find another share that is a 50% better bargain in relation to its true value, you never sell except when you find something else much more attractive" "why did you move your office 1,000 miles away to the Bahamas?" - "because if you want to have an investment performance better than other people, you must not buy what other people buy, and being far away makes it easier to be different" this is him explaining why share prices only hit true bargain levels under the force of desperate selling, how he funded his way through Yale playing poker against classmates, and why common sense and self-control matter more than intellect "investing at the point of maximum pessimism is the only way to get a true bargain, but it requires buying what everyone else is desperately selling" "happiness is not an end, happiness is a process, you become happy as you try to do things that are useful and worthwhile" bookmark & watch this rare interview below
13:58

In this rare interview, John Templeton was asked when is the exact right time to sell a stock, after building one of the greatest investment track records in history: "when you find another share that is a 50% better bargain in relation to its true value, you never sell except when you find something else much more attractive" "why did you move your office 1,000 miles away to the Bahamas?" - "because if you want to have an investment performance better than other people, you must not buy what other people buy, and being far away makes it easier to be different" this is him explaining why share prices only hit true bargain levels under the force of desperate selling, how he funded his way through Yale playing poker against classmates, and why common sense and self-control matter more than intellect "investing at the point of maximum pessimism is the only way to get a true bargain, but it requires buying what everyone else is desperately selling" "happiness is not an end, happiness is a process, you become happy as you try to do things that are useful and worthwhile" bookmark & watch this rare interview below

ludoonchart

38,516 görüntüleme • 1 ay önce

WARREN BUFFETT JUST GAVE HIS SHARPEST MARKET WARNING IN YEARS AT THE BERKSHIRE HATHAWAY SHAREHOLDER MEETING His exact words on today's market: "The market always feels like a church with a casino attached. People can move between the church and the casino. There are more people in the church and more people in the casino, but the casino has gotten very attractive to people." "If you're buying one-day options or selling them, that is not speculating. That is gambling. Totally. There's nobody that can explain why they're buying an option for one day." "We've never had people in a more gambling mood than now." "That doesn't mean the thing is terrible, but it does mean that the prices for an awful lot of things will look very silly." The 95-year-old "Oracle of Omaha" is speaking today as Berkshire sits on roughly $380 billion in cash, the largest cash position in the company's history. Greg Abel is running the meeting as CEO for the first time. When asked what would create a juicy investment opportunity for him, Buffett's answer: "It's a phone call in some cases."
5:06

WARREN BUFFETT JUST GAVE HIS SHARPEST MARKET WARNING IN YEARS AT THE BERKSHIRE HATHAWAY SHAREHOLDER MEETING His exact words on today's market: "The market always feels like a church with a casino attached. People can move between the church and the casino. There are more people in the church and more people in the casino, but the casino has gotten very attractive to people." "If you're buying one-day options or selling them, that is not speculating. That is gambling. Totally. There's nobody that can explain why they're buying an option for one day." "We've never had people in a more gambling mood than now." "That doesn't mean the thing is terrible, but it does mean that the prices for an awful lot of things will look very silly." The 95-year-old "Oracle of Omaha" is speaking today as Berkshire sits on roughly $380 billion in cash, the largest cash position in the company's history. Greg Abel is running the meeting as CEO for the first time. When asked what would create a juicy investment opportunity for him, Buffett's answer: "It's a phone call in some cases."

FSMN

890,156 görüntüleme • 5 ay önce

🚨Israel ACCELERATING US🇺🇸 DECLINE via war on Iran to create a regional alliance to be not so reliant on America? ‘Israel may think that maybe we can’t pull this back—but maybe one of the things we’ve done in this war is accelerate American decline to a place where we can create a regional alliance where we’re not so reliant on America. I think that would be a very risky bet to place, but it’s one they perhaps are placing. So you have, at the moment, what feels like it could become at least a perfect storm, that Israel is more dependent on the US, more controversial in the US, less able to pull opinion and politics in its direction, and more overstretched in its ambition.’ -Former Israeli Peace Negotiator and President of the US/Middle East Project Daniel Levy Watch the full interview in the quoted post below👇
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🚨Israel ACCELERATING US🇺🇸 DECLINE via war on Iran to create a regional alliance to be not so reliant on America? ‘Israel may think that maybe we can’t pull this back—but maybe one of the things we’ve done in this war is accelerate American decline to a place where we can create a regional alliance where we’re not so reliant on America. I think that would be a very risky bet to place, but it’s one they perhaps are placing. So you have, at the moment, what feels like it could become at least a perfect storm, that Israel is more dependent on the US, more controversial in the US, less able to pull opinion and politics in its direction, and more overstretched in its ambition.’ -Former Israeli Peace Negotiator and President of the US/Middle East Project Daniel Levy Watch the full interview in the quoted post below👇

Going Underground

19,897 görüntüleme • 5 ay önce