Big Country

🇺🇸 | World Traveler | Concentrated portfolio. 25% annual goal. All public. 👇

[Big Country @1BigCountryO]

Palo Alto Networks reported earnings. I’m not impressed.

$PANW is a good company whose per-share economics are being diluted faster than the business is compounding.

[Big Country @1BigCountryO]

@StockWorthyApp I was very upset with this earnings report.

[Big Country @1BigCountryO]

@kevinxu What’s your prediction?

[Big Country @1BigCountryO]

@StockWorthyApp I bought 29 shares at or around $180. I still hold it. If agents scale to even 1/4 the size I believe they can, then there’s a lot of room for growth. It’s the best product outside of Crowdstrike. That being said, I’m not buying more right now. I’m just holding.

[Big Country @1BigCountryO]

@LeifInvests I have a very narrow scope. 😂

[Big Country @1BigCountryO]

@LeifInvests All the passive indexers will benefit from their DCA.

[Big Country @1BigCountryO]

@dividendology @SCHDETF Give yourself a little credit here too. It’s a powerful dynamic. There are not a lot of finance YouTubers who are trustworthy. You’re one of them.

[Big Country @1BigCountryO]

Interesting REIT. With a huge recent acquisition. Still the balance sheet looks solid. And the AFFO is growing on a per share basis. Lots of dilution (it’s a reit in high interest environment so that’s expected). They’re doing buybacks, and management is buying around current prices.

It’s a pass for me. But I can see the appeal.

[Big Country @1BigCountryO]

@Brownmoose Bitcoin gets more love and hate than any other asset class.

[Big Country @1BigCountryO]

@SCHDETF @dividendology It was a great interview. You truly are the expert! Good work.

[Big Country @1BigCountryO]

@QualCompounders Only one holding we have overlaps. Our charts look nothing alike. But similar performance 😂

[Big Country @1BigCountryO]

@antibearthesis $MSCI

[Big Country @1BigCountryO]

@LeifInvests You make good content!

[Big Country @1BigCountryO]

In case anyone wants to know what I’m currently holding. Here it is. 6 boring companies, and $TMC

[Big Country @1BigCountryO]

@Thisguyleftchat I’m not that aggressive. 😂

[Big Country @1BigCountryO]

I hit my goal for the year. 25% annual return.

[Big Country @1BigCountryO]

@antibearthesis If those are your options, FICO. They doubled the prices. Doing massive buybacks. Still a monopoly. The price gets rolled into closing costs. And even with Vantage scores, you think banks won’t use both?

[Big Country @1BigCountryO]

@StockWorthyApp Thank you! It’s been a rough year, but not for investing!