arie de jonge

J'adore lire tout ce qui est relie a la bourse je voyage beaucoup et je joue beaucoup au tennis.

[𝕁𝕠𝕤𝕙𝕦𝕒 🇳🇱 ✝️🇮🇱 @JosRos06836346]

😅

[Mario Nawfal @MarioNawfal]

🚨🇳🇱 The Netherlands has entered the World Cup chat and HOLY MOLY.

Nobody does a road march like The Dutch.

Writer: Daniel

[arie de jonge @ariedejonge1]

@STANDUP_Today justbbe ready with cash!

[arie de jonge @ariedejonge1]

@ErnestWongBWM @MDBBolsa @BrownMarubozu because he is missing de IA bubble!

[arie de jonge @ariedejonge1]

@ErnestWongBWM @TSOH_Investing I am in IBM a good momentum stock!

[arie de jonge @ariedejonge1]

@ErnestWongBWM CSU was a great top pick at 5000$ and now nobody want to choose at a top pick at 2500$ People are more afraid to buy it now that it is cheaper !Same with Adobe or Copart two great business that the people don't like anymore because the price is much lower!

[Mark Carney @MarkJCarney]

Princess Margriet was born here in Ottawa during the Nazi occupation of the Netherlands.

After the war, her mother, Princess Juliana, gifted 100,000 tulip bulbs to Canada in gratitude for the leading role Canadian soldiers played in liberating the people of the Netherlands, and for providing refuge to the Dutch Royal Family.

Every year, the Canadian Tulip Festival serves as a symbol of the lasting friendship between our two nations. It was an honour to meet Princess Margriet in Ottawa today.

[arie de jonge @ariedejonge1]

@BarrySchwartzBW Which target for intc?

[Kevin Carpenter @kejca]

Peter Lynch on one of the most dangerous things anyone can say about a stock: "If it's gone down this much already, it can't go any lower."

[arie de jonge @ariedejonge1]

@ErnestWongBWM Are de techs not in a AI bubble? I have my intc moving up a few dollars every day for no reason!

[Kevin Carpenter @kejca]

Berkshire Hathaway vice chairman Ajit Jain: "Insurance, much like investing, is a game that requires patience. It is very difficult to get people to sit back and do nothing."

"The real test of being successful is the ability to say no."

[Thierry from arvy 🇨🇭 @ThierryBorgeat]

10 financial rules that change how you think about money:

1. RULE OF 72
Divide 72 by your return rate = years to double your money.
At 8%: 9 years. At 12%: 6 years.

2. THE 4% RULE
Withdraw 4% of your portfolio per year in retirement.
It historically lasts 30+ years.

3. THE 50/30/20 RULE
50% needs. 30% wants. 20% savings.
The simplest budget ever built.

4. THE 100 MINUS AGE RULE
Subtract your age from 100 = your stock allocation.
Age 30: 70% stocks. Age 60: 40% stocks.

5. THE 10X RULE
Your retirement pot should be 10x your annual salary.
At 60. Not 70.

6. THE 3X EMERGENCY RULE
3–6 months of expenses in cash.
Always. Non-negotiable.

7. THE 1% HOUSING RULE
Budget 1% of your home’s value per year for maintenance.
$500k home = $5,000/year reserved.

8. THE 28% MORTGAGE RULE
Never spend more than 28% of gross income on housing.
The bank will let you borrow more.
Don’t.

9. THE RULE OF 1000
To generate $1,000/month in passive income at 4% yield
you need $300,000 invested.

10. PAY YOURSELF FIRST
Save before you spend.
Not what’s left over.
First. Always first.

Save this. Share it with someone who needs it.

[Dimitry Nakhla | Babylon Capital® @DimitryNakhla]

Warren Buffett was asked if Berkshire’s purchase of $AMZN (2019 at $89) was a departure from value investing.

His answer cuts straight to the heart of what value investing actually means:

“The idea that value is somehow connected to book value or low price to earnings ratios or anything, as Charlie has said all investing is value investing. You’re putting out money now to get more later — and making a calculation on the probability of getting it, and when.”
___

Buffett dismantles one of the most common misconceptions in investing. Value investing was never about low price-to-book ratios or cheap multiples. That’s a methodology — not a definition.

The definition is simple: you’re paying a price today for a stream of future cash flows, and you’re asking whether you’re being adequately compensated.

The label “value” vs. “growth” has always been a false dichotomy. All intelligent investing is value investing.
___

🎙️ Berkshire 2019 Annual Meeting | CNBC Warren Buffett Archive (05/04/2019)

[arie de jonge @ariedejonge1]

@MarkHarris186 @ErnestWongBWM Adobe is value and 25 billions buyback and they sold??

[arie de jonge @ariedejonge1]

@ErnestWongBWM @BarrySchwartzBW you don't prefer Adobe ? they approved only a 25 billions shares buyback today!

[Big Brain Investing @BigBrainInvestt]

Warren Buffett: "It is a different game that requires a different type of person to enjoy it."

At 94 years old, Warren Buffett has a clear preference when it comes to investing, and it's not real estate.

When asked about real estate versus stocks, Buffett argues the stock market wins on almost every practical dimension.

"There is simply much more opportunity in the United States security market than in real estate."

His reasoning comes down to three things: speed, simplicity, and certainty of completion.

In stocks, you can execute billions of dollars worth of business anonymously in five minutes, and once the trade is done, it's done.

The completion rate is essentially 100% once buyer and seller agree on price.

Real estate is the opposite.

You're dealing with a single owner or family that may have held a property for a long time, possibly borrowed too much against it, or is facing negative trends. Every transaction becomes an enormous, drawn-out decision.

"In real estate, signing the deal is just the start of another phase where people negotiate more and more things."

Buffett contrasts this with the stock market:

"If someone needs to sell 20,000 shares of Berkshire and the price is right, it is done in five seconds and closes every time."

His late partner Charlie Munger took a different view. Munger enjoyed real estate deals and continued doing them even in the last five years of his life. But Buffett says that if Munger had to choose exclusively between the two at age 21, even he would have chosen stocks.

For Buffett, the conclusion is simple:

"We find it much better when people are ready to pick up the phone and you can do hundreds of millions of dollars of business in a day. I have been spoiled by this efficiency, and I like being spoiled, so we will keep it that way."

Real estate can produce great returns, but the friction involved in negotiations, multiple parties, and drawn-out timelines makes it a fundamentally different game.

For most investors, the stock market offers far more opportunity with far less complexity.

[arie de jonge @ariedejonge1]

@BarrySchwartzBW @ErnestWongBWM About Fairfax agm

[Big Brain Investing @BigBrainInvestt]

Greg Abel on Berkshire Hathaway's investment philosophy:

"We will remain Berkshire and we will never be dependent on a bank or some other party for Berkshire to be successful."

Greg explains that Berkshire starts from a position of strength—a great culture and strong values defined by Warren Buffett, Charlie Munger, and everyone associated with the business. These values, he says, set Berkshire up well for the future.

When it comes to capital allocation, Greg highlights two priorities that are absolutely critical.

First, reputation. "We will maintain the reputation of Berkshire and that of our company. I view that in investing or how we operate things across each of our businesses — that will always be a priority and something that will ensure is in the forefront of our minds."

Second, a fortress balance sheet. Referencing Warren's comments, Greg acknowledges that Berkshire holds a significant amount of cash right now. But rather than viewing it as idle capital, he frames it as a strategic advantage.

"It's an enormous asset to have that and that will continue to be a philosophy. Yes, when we can deploy it, we'll deploy it well. But we do recognize it as a strategic asset and it allows us to weather the difficult times and not be dependent on anybody."

Greg also credits Sue Decker, Berkshire's lead director, for articulating this well — the cash position isn't a problem to solve, it's a deliberate choice that gives Berkshire independence and resilience.

[Investment Wisdom @InvestingCanons]

Warren Buffett on investing through bad headlines:

“I’ve been investing over…probably 25,000 days. If you took the headlines from the [news] of those 25,000 days…I’ll bet a majority…certainly wouldn’t be good news or optimistic…

America works, but the headlines are frequently going to be kind of alarmist.”

[arie de jonge @ariedejonge1]

@ErnestWongBWM @sidecarcap turnarounds seldom turn