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/biz/ - Business & Finance

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>> No.18748340 [View]
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18748340

>>18748259
Oh that IS silly shit. And always a buying opportunity. I Wonder if PG got hit from that reactionary freak out about that Gillette ad. Sometimes though...

I’m a bit worried if that Mark Bristo shit ever boils over. Ceo of Barrick gold, apparently a big trophy hunter. There’s always some risk from that shit which makes me very skeptical of Buffett’s “diversification is for idiots” old speech.

Like, how could anyone have know Papa John would say that on a conference call? What if there’s footage somewhere of the CEO of Microsoft kicking a puppy? There would be instant boycotts and maybe much worse. The US really does love those pupperinos...

>> No.18700254 [View]
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18700254

>>18699835
This is a “value” investment argument, and those have failed and failed for a long time. You have to really know what you’re doing if you want to pick stocks to invest in on a value basis.

At $50 rtx was a steal, here it’s okay. The market often gives less certain investments higher yields. Everyone knows how good LMT is and so they’re happy paying up for it. No one can be sure about LMX now that they have so much revenue tied to the business cycle and the QUAGMIRE that is commercial air travel.

How much exposure do they have to private jets vs. big Boeing airliners? Have you done any FA on that?

>>18700117
>They are Afraid.
If by they you mean retail investors, they are. If you mean the elites, they aren’t.

>>18700127
For me, it’s BARRICK GOLD WITH SAVVY CUNT MARK BRISTO’

Not sure about buying more unless we get a nice big pullback, we’re well above my basis.

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