Value investor-a long-term growth mindset in a short-term/linear-thinking market. The American West, conservation finance and land preservation. Global Citizen
$NFLX Netflix Stock Is in the Longest Losing Streak Since 2022:
" Of the 56 analysts polled by FactSet, Netflix stock has an average Overweight rating with a $116.33 price target. That price target represents more than 40% upside." https://t.co/gJmyxLahSR
Peter Lynch:
“If you own a Costco, WalMart, or Nvidia, that offsets your mistakes. You’re terrific in this business if you’re right six and a half times out of ten. That’s a great score.”
In 2008, Charlie Munger made Warren Buffett invest in a Chinese EV company - BYD.
Berkshire got 10% stake for $225 Million which they sold at a neat profit of $10 Billion in 2025.
Here’s Charlie speaking about Wang Chuanfu, founder of BYD:
"Wang Chuanfu is a genius. He doesn't speak english and has got 230,000 Chinese employees, and you can't believe what those young Chinese girls can do....whoosh whoosh whoosh."😂
"He was the 8th son of a peasant that creates a little company all by himself, he learns whole new technologies. So, partly I'm betting on the horsemen in this case."
-Charlie Munger. 2017. Daily Journal Meeting.
Warren Buffett: "The bottom 2% in terms of income in the United States, the bottom 5%, and for sure the top 1% all live better than John D. Rockefeller was living when I was six years old."
"John D. Rockefeller was the richest man in the world and, today, you can get better medicine, better education, better entertainment, better transportation. You can do everything better than he could."
"When I was born, the dentist didn't use novocaine!"
MIN: Do you know how much new energy China put online last year?
BURGUM: Intermittent or base load?
MIN: All energy. 543 GW. How much was renewable? 434 GW.
BURGUM: But only when the wind is blowing and sun is shining
MIN: Meanwhile, the US put up 53 GW of new energy last year -- less than 10% of China. You're clear bias against renewables is harming our national security.
A rare Warren Buffett roast of a Berkshire shareholder:
In April 29, 2000 near the peak of the Dotcom bubble, a Berkshire shareholder brags about his own 100% annual returns in tech stocks and asked Buffett and Munger to “just speculate” 10% of Berkshire’s capital in tech.
Buffett’s answer aged well. He is the investing GOAT.