Qualitative Investor

Quantitative data is in the past, but the qualitative value is in the future.

[Qualitative Investor @dubnikov]

@visegrad24

[Qualitative Investor @dubnikov]

@_BlockTrader_ @F_Compounders If he had underwritten based solely on terrorism risk, Berkshire's exposure to the WTC on Sept. 11 would likely have been zero, based on those two terrorism events.

[Qualitative Investor @dubnikov]

@F_Compounders He wasn't thinking about terrorism. He saw an enormous concentration of risk: 2 buildings, likely $4B+ of exposure, vulnerable to one fire. Same principle as Berkshire Hathaway Insurance: never put everything in one basket. Diversification isn't just investing, it's underwriting.

[Qualitative Investor @dubnikov]

@BoyGeorge @BoyGeorge I just bought We Will Dance Again and left a 5-star review. Thank you for creating such a powerful and moving song. Your music has inspired generations, and I hope many more people hear this one and reflect on its message. Thank you. 🙏🎶

[Qualitative Investor @dubnikov]

@DrewCohenMoney 0) Killed and replaced all local newspapers.

[Qualitative Investor @dubnikov]

@Valuehunte Value investors all have their own flavor, but all roads lead to Rome.

[Qualitative Investor @dubnikov]

@stock_analysisx Could you please explain how I can generate a chart like this?

[Qualitative Investor @dubnikov]

@visegrad24

[Qualitative Investor @dubnikov]

@bogumil_nyc Great episode. Thanks.

[Qualitative Investor @dubnikov]

-- Ronald Reagan

[Qualitative Investor @dubnikov]

Wait for it...

[Qualitative Investor @dubnikov]

"Do not try for a pinpointed mathematical approach that creates an illusory certainty out of a unknowable future"

- T. Rowe Price

[Qualitative Investor @dubnikov]

@valuedontlie "Be fearful when others are greedy, and greedy when others are fearful." -- WB

[Qualitative Investor @dubnikov]

@InvestmentBook1 Unfollowed. Sorry.

[Qualitative Investor @dubnikov]

@InvestmentBook1 Was your account hacked? Why is it posting all this spam about promotional products?

[Qualitative Investor @dubnikov]

@david_katunaric

[Qualitative Investor @dubnikov]

@finance_schmidt @Valuehunte This is clearly a low-quality business. It has negative profit margins, negative retained earnings, negative shareholders' equity, a heavy debt load, and a consistently declining book value per share. Overall, the fundamentals are very poor.

[Qualitative Investor @dubnikov]

"We tend to judge by the past record by and large if the thing has a lousy past record and a bright future we we're going to miss the opportunity."

-- Charlie Munger (BRK1995)

[Qualitative Investor @dubnikov]

@FocusedCompound