Ron Villone

DYOR | 🅿️AY IT FOWARD⏩ | Cozy Boy | 🟢Connector | Influencer | Advisor

[Ron Villone @RonVillone]

If you build it, they will come! 🅱️🔋

[Jack Cambell @JackCambell14]

🚨 Massive News: @tZERO Special Purpose Broker Dealer License Approved!

For the layman: represents required approval for @tZERO to embrace the full efficiencies/tech-potential of digitization/#blockchain for US-Regulated securities vs. traditional securities/systems of past. 👍

[Ron Villone @RonVillone]

@marcuslemonis $BBBY above $30

[Lee Roach @leevalueroach]

The single greatest piece of investing misdirection in modern financial history is the canonization of late-stage Warren Buffett, the Buffett of Coca-Cola and American Express and Apple, the Buffett of the cardigan and the folksy quote and the moats-and-brands sermon, because that Buffett, the one the entire investing world has been taught to imitate for the last 25 years, was not the Buffett who actually built the fortune. The Buffett who built the fortune, who compounded at 50% a year in the partnership era of the 1950s and 1960s, who turned $9,800 into the foundation of what became one of the largest individual fortunes in American history, did not own a single company that the modern Buffett-imitator would consider investable. He owned tiny, illiquid, ignored, ugly, unloved microcap businesses that nobody on Wall Street had heard of and nobody at a modern Berkshire annual meeting would dream of buying.

He bought a windmill company. He bought a streetcar company. He bought a coal company in Philadelphia called Philadelphia and Reading. He bought a map company. He bought a New England textile mill called Berkshire Hathaway that was, by his own later admission, the worst investment decision of his career, and that he kept buying precisely because it was cheap, because the math worked, because the cigar butt had one more puff in it, and because the discipline that defined his early career was not "buy great businesses at fair prices" but "buy fair businesses, and bad businesses, and dying businesses, and businesses nobody understands, at prices so absurdly low that the math forgives almost any operational failure." He bought net-nets. He bought companies trading below the cash on the balance sheet. He bought 30 to 40 names at a time, in small position sizes, in a partnership structure that almost nobody outside Nebraska knew existed, and he held them until the math asserted itself, and then he sold and redeployed into the next batch, and he did this, mechanically, for 15 years, and the compounding from that 15-year period is the single largest contributor to his net worth as it exists today, larger than Coca-Cola, larger than Geico, larger than every single subsequent decision he made after he became too big to run the original strategy.

He himself has said this. Repeatedly. In interviews. In old shareholder letters that almost nobody bothers to read. He has said, more than once, that if he were running small money today, the kind of money a normal investor actually has, he would run the original strategy again, in whatever market still offered the kind of opportunity the American market offered him in 1957. The market that offers it today is Japan. The market that is beginning to offer it is Korea. The market that occasionally still offers it, in small pockets, is American pink sheets and OTC small caps. And the people who are running the original Buffett playbook in those markets, in 2026, with a fraction of his capital and the same patience he had at 26, are doing the closest thing in modern finance to actually being him in his prime, and almost nobody else is paying attention, because the late Buffett of the cardigan has been so thoroughly canonized that the early Buffett of the manuals has been almost entirely forgotten.

You can run the original strategy. You can ignore the modern Buffett-imitator framework that has produced an entire generation of investors who pay 80x revenue for stocks because they "have moats" while ignoring 4x earnings stocks because they "lack durable competitive advantages." You can buy the small, the cheap, the ignored, the unfashionable, the structurally mispriced, in baskets large enough to absorb the failures, held patiently enough for the math to work, and you can, in 2026, replicate the strategy that built the fortune of the most successful investor in modern history, in markets he himself has told you would be his hunting ground if he were starting over. The strategy is sitting there. The framework is freely available. The original Buffett did not need a moat. The original Buffett needed a price. Price was the entire edge, and price has always been the entire edge, and the people who continue to pay attention to price while everyone else chases the late-stage Buffett narrative are, quietly, in the background, building the kind of returns that the modern compounder-and-moat investing establishment refuses to take seriously, because taking it seriously would require admitting that 25 years of investment education has been built on the wrong half of the man's career.

[Ron Villone @RonVillone]

@SenWarren And you don’t stuff your own pockets you pig…

[Steve Burns @SJosephBurns]

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.

[Steve Latino @SkepticStevo]

It's unfortunate to see only two tokens “trading”, one of which is unwinding itself ENFD and the other a small, small business CURZ.

I hope @Alan_Konevsky can recruit top talent and partnerships. It’s still the first innings, but to be competitive we need big league $$$ and as many all-stars as we can sign.

[FunFactsOnStocks @funfactonstocks]

$BBBY @tZERO - How can we have all things figured out way before anyone else and yet we have yet to even monetize like others? @Alan_Konevsky @marcuslemonis - please catch up. It’s not too late!

[Ron Villone @RonVillone]

@HumbleandH @RavenRickGrime1 @tZERO Good Ole Marc keeps cooking up that crock of shit…

[HumbleandHappy @HumbleandH]

@Alan_Konevsky @Celestine618 Is the mobile app still on schedule for 2Q 2026?

[°🅡🅘🅒🅚° @RavenRickGrime1]

It’s pretty sad logging into @tZERO and seeing your “portfolio estimated value” now post conversion, with the “you will be notified when trading is available”. Imagine seeing that and thinking yeah I should deposit more of my hard earned money into this.

[Ron Villone @RonVillone]

@Doc3411 @kcchris6 Bet the jockey remember…

[hawk @hawk4075]

@HumbleandH @tZERO @Alan_Konevsky I'm with ya humble and believe in you Alan 100x over

but I can no longer get behind the "bet the jockey, not the horse" motto. (Our previous "jockey" never got off the couch)

Feels like we need something different.

[°🅡🅘🅒🅚° @RavenRickGrime1]

RIP ⚰️ 🪦 💀 💐 $TZROP @tZERO

[°🅡🅘🅒🅚° @RavenRickGrime1]

The @Securitize news is like drinking from a firehose. $TZROP @tZERO bros will never know how that feels.

[Spencer Gareiss @SGareiss]

The founders who scare me most aren’t the loud ones. They’re the ones who’ve been quietly building in regulated markets for 3 years while everyone else chased hype cycles.

[°🅡🅘🅒🅚° @RavenRickGrime1]

Now @tZERO bros are finally starting to realize David Goone wasn’t just the worst CEO in the space by accident he intentionally drove the company into the ground. Good job @ICE_Markets @NYSE @The_DTCC

[Ricardo @Ric_RTP]

Warren Buffett just warned that the US dollar could collapse and admitted he doesn't understand most of the stock market anymore.

95 years old, sitting on $380 billion in cash, and the first time watching from the sidelines instead of actively investing.

And what he revealed at this weekend's Berkshire shareholder meeting is genuinely concerning:

On the market, Buffett didn't hold back.

He compared it to "a church with a casino attached" and said the casino has never been more packed. On one-day options: "That is not investing. It's not speculating. It's gambling. Totally."

He pointed to the Avis short squeeze THIS WEEK. A rental car company that's been around for 50 years getting meme-squeezed in 2026. The same behavior that blew up retail traders with GameStop is back, except now it's hitting boring legacy companies with zero business being volatile.

"We have lots more regulation now, but people spend their time figuring out how to get around the rules rather than follow the rules."

That one sentence explains more about the current market than every CNBC segment combined.

When asked why he's hoarding $380 billion instead of investing it, Buffett said something no one expected:

"I understand fewer of the businesses as a percentage of the whole than I did 10 years ago. I have not learned new industries for some years. I'm not going to have an edge on a whole bunch of younger people that have actually grown up with it."

Think about what he's actually saying...

This is a man who made $140 billion by understanding businesses better than anyone alive. And he's telling you the current market is so detached from reality that even HE can't make sense of what's being valued and why.

He quoted IBM's Tom Watson Sr.: "I'm smart in spots and I stay around those spots."

In 60 years of managing money, he said MAYBE five were "really juicy." Five out of sixty. That means 92% of his career was spent WAITING while everyone else gambled. And he still ended up richer than all of them.

Then the conversation turned to inflation and that's where it gets really interesting:

Buffett said America is "not immune" from runaway inflation. He brought up countries that went bankrupt "six or seven times" in his lifetime.

Compared today to right before Volcker had to rescue the dollar, when Americans were borrowing at 12% to buy farmland earning 6% because they believed the dollar would disappear.

"Cash is trash" was the mentality.

Nebraska farmers collapsed
because of it. Entire communities wiped out not by a recession but by a BELIEF that the currency was dying. And Buffett sees that same energy building again.

Then someone asked the question everyone wanted answered: Do you see a crash coming?

"If you saw it coming, it wouldn't happen. The things people are talking about and thinking about? It's not going to happen. But there are things that can come out of the blue."

He compared it to the assassination of Archduke Franz Ferdinand in 1914 that triggered World War I. Nobody was discussing or anticipating it. But it changed the world overnight.

"That's particularly true now because of the things that can come out of the sky."

A 95yo man who has survived every crash, every war, every crisis of the last six decades just told you the market is a casino, the dollar isn't safe, and the real collapse will be something nobody sees coming.

$380 billion in cash is his answer because he believes things are about to get much worse.

[Casey Donaldson @caseyjdonaldson]

Guy is worth $140 billion and wears the same sweater on back to back appearances.

[Ron Villone @RonVillone]

@marcuslemonis $BBBY & $TZROP

[Sam Ro 📈 @SamRo]

First question comes from "Warren from Omaha": “I've got nothing but time and Cherry Coke, and I want to know just so I have something to tell my fellow shareholders: Why should they hold their Berkshire shares for the long term?”

[CNBCViewer1234 @CViewer12329009]

@Doc3411 @AlderLaneEggs @TaraBull @tZERO @AlderLaneEggs has been wrong about @tzero and $TZROP and all of his other predictions. isn't he the one who told everyone to buy $ENVX? what a degenerate asshole.