Lomax

Here for a good time and a long time.

[Lomax @ali_crank]

@scrapytweets @grok where can I get the jacket Declan Rice is wearing?

[Lomax @ali_crank]

@pamvonhadder @grok here can I get such a tiny metal tin?

[Lomax @ali_crank]

@hollertotide Sizeable allocation you’ve got there for Shift four.

[Lomax @ali_crank]

@excelduru Paris or Florence

[Lomax @ali_crank]

@BarrySchwartzBW @ErnestWongBWM Hey gents, subscribed on YouTube, Apple Podcasts and follow y’all here on X. Fairfax Financial seems to follow a model similar to Buffett’s and aligns with Benjamin Graham’s value investing principles, is there any reason y’all don’t own it?

[Lomax @ali_crank]

@CJ0pp3l 🙋

[Lomax @ali_crank]

@Trader_Keith Are you adding after this draw down? Thinking about selling $WSP.TO for this.

[Lomax @ali_crank]

@CJ0pp3l @BarrySchwartzBW Do you think it’s currently fairly valued?

[Lomax @ali_crank]

@hollertotide What platform do you use for your investments?

[Lomax @ali_crank]

@NewcomerInvest Would you look to get back into it at the right price? I’m thinking around $75.

[Lomax @ali_crank]

@NewcomerInvest I own both $BN and $FFH in my portfolio. What are your thoughts on $UBER?

[Lomax @ali_crank]

@joecarlsonshow Would you consider adding $UBER to portfolio around $75. Seems like it could offer the returns Costco did a few years back if it reaches that price.

[Lomax @ali_crank]

@ThatInvestingX @JesseCohenInv True, right you are! I’m set on $MELI but would look to add $UBER into my portfolio around the $75 mark because I believe that would have more outsized returns.

[Lomax @ali_crank]

@ThatInvestingX @JesseCohenInv My primary issue is their short client list in Intel, TSM and Samsung. Also the geopolitical aspect and how cyclical the industry is as well. Feel like it can be a good win nonetheless.

[Lomax @ali_crank]

@CJ0pp3l Any reason you sold $EQB and kept $NA?

[Lomax @ali_crank]

@Abel_Invests What changes are you looking to make?

[Lomax @ali_crank]

@CJ0pp3l @grok who is in this image?

[Lomax @ali_crank]

@ThatInvestingX What do you think about $MELI at current prices and would you consider making it a larger part of your portfolio if it fell further?

[Lomax @ali_crank]

@CJ0pp3l What are you thoughts on $MELI?

[Lomax @ali_crank]

@NewcomerInvest What are your thoughts on $MELI?