JzMotion

pixel farmer

[JzMotion @JzMotion]

@HatedMoats Howard Marks himself said "this time is different" are the four most costly words in market history, he immediately followed it with: "but sometimes it is different."

[JzMotion @JzMotion]

@ReneSellmann $SPOT

[JzMotion @JzMotion]

@dividendology $CPRT

[JzMotion @JzMotion]

@iancassel Such seems the case with ADBE and CPRT

[JzMotion @JzMotion]

@NetWorthNotes ADBE is a monopoly in the creative world. Tools are the industry standard and second to none. Copart is the leader by a wide margin in a duopoly and owns most of the salvage yards in the USA and several abroad. Both are also at a very attractive price at present imo.

[JzMotion @JzMotion]

@QC_Capitals ADBE

[JzMotion @JzMotion]

@long_equity Wise. Amazing company.

[JzMotion @JzMotion]

@growthrapidly $WSE

[JzMotion @JzMotion]

@stevemano101 Yes very promising once more people get wind of how good their shared economies of scale are. In the meantime it's a good time to accumulate! I've also noticed ads and mentions on some value investing podcast lately.

[JzMotion @JzMotion]

@CarsonTalkMoney Right now buying ADBE, CPRT, and WSE

[JzMotion @JzMotion]

@CarsonTalkMoney Ok so maybe an opportunity in that. I like the product myself. Just hesitant because there's so much competition in the sector. I like investing in monopolies/duopolies usually.

[JzMotion @JzMotion]

@CarsonTalkMoney Ah gotcha, looks promising. They seemed expensive when I ran a DCF but I guess they're an earlier stage business.

[JzMotion @JzMotion]

@long_equity ADBE is a monopoly.

[JzMotion @JzMotion]

@HatedMoats With you on ADBE. Also CPRT (hated as well)

[JzMotion @JzMotion]

@CarsonTalkMoney Interesting. Sounds like some captured mindshare. How are you valuing them to determine it's an attractive entry now?

[JzMotion @JzMotion]

@NassauExec The LIRR runs at a loss every year. Maybe the answer is to privatize and let the free market work out the inefficiencies.