Camperdown Co.

Investing in quality businesses and property at the right price.
Helping others do the same.

[Camperdown Co. @CamperdownCo]

The U.S stock market is worth $75.3 trillion.

There are roughly 4,000 you could invest in.

Here are the 31 we have been buying in 2026:

[Camperdown Co. @CamperdownCo]

@WealthyBeaver_ @Kalshi_Finance @grok Gen Z…

[Camperdown Co. @CamperdownCo]

@WealthyBeaver_ @Kalshi_Finance Sales are good. I just don’t understand their business well enough, or the industry as a whole so I stay away.

Instead focusing on simpler things. Like selling soda. $KO

[Camperdown Co. @CamperdownCo]

@WealthyBeaver_ @Kalshi_Finance I think I understand $KO and I understand it better than $MU.

I don’t know what will happen with AI infrastructure. That’s why I don’t bet on it.

AI might collapse, it might explode more. Too hard, I don’t understand that business well enough.

Selling soda is simpler.

[Camperdown Co. @CamperdownCo]

@WealthyBeaver_ @Kalshi_Finance I think we agree… I don’t invest because I don’t know their business well enough…

[Camperdown Co. @CamperdownCo]

@DeepIceValue I like the way you think!

[Camperdown Co. @CamperdownCo]

@DannoMcCoy @Barchart https://t.co/xyeya8UM9K

[Daniel McCoy @DannoMcCoy]

Not long now.

[Camperdown Co. @CamperdownCo]

@heathpicker @Barchart This is why thou should stay removed from politics. Focus on what is in your control.

[Camperdown Co. @CamperdownCo]

@heathpicker @Barchart Yawn.

[Camperdown Co. @CamperdownCo]

@CGInvesting10 It's a large holding in mine too.

I wouldn't care about "exciting" holdings if I was you. It's best to completely understand the businesses you invest in.

SpaceX etc seem exciting. But 99% of people have no idea how they operate. They just seem cool.

Soda is simpler $KO.

[Camperdown Co. @CamperdownCo]

@MarcosMillaYT Fantastic business. Among the best. I just think it is too hard just now to say what their real value is.

Need the AI hype dust to settle first.

[Camperdown Co. @CamperdownCo]

@LukeBruni17 I own both.

$KO is expensive just now. I want to buy more. I am considering it.

Long term, $KO are a better buy long term. Nothing economical. The Coca-Cola brand just might be the best brand in the world.

[Camperdown Co. @CamperdownCo]

@EllisInvest I think it is wise for investors to completely understand every component of the businesses they invest in.

Myself and 99% of investors have no idea how a semiconductor is built, how materials are sourced or what process looks like.

Selling soda is just simpler... $KO

[Camperdown Co. @CamperdownCo]

@LukeBruni17 I think that is very wise of you. It is a fantastic business to own a part of. The more I read into them, the simpler I realize their model actually is.

[Camperdown Co. @CamperdownCo]

@Badie912 @MarcosMillaYT It's best to fully understand the businesses you invest in, in my view.

Building semiconductors and coding self-learning computer systems is outside of my area of understanding. I use ChatGPT, but the business behind it is too complicated.

Again, selling soda $KO is simpler.

[Camperdown Co. @CamperdownCo]

@unusual_whales Yep, there is a bubble.

[Camperdown Co. @CamperdownCo]

@_Warbucks1 Love your content!

[Camperdown Co. @CamperdownCo]

@Badie912 @MarcosMillaYT "Could" is the key in what you are saying for me. I don't disagree it 'could' be bigger, it might be.

It is just not something that I, or 99% of investors, are educated enough in to stake money. Too complicated a business, with too many unknowns.

Selling soda is simpler $KO