Warren Buffett looks at the company first and then compares it to the price, something most investors (including myself) rarely do. If it’s a great company and its stock price is significantly below intrinsic value, he buys. He doesn’t look at the stock chart, he doesn’t go by technical analysis he just makes his decision regardless of past price movements.
Alluvial Fund performance update for the month ended May 2021. Q1 2021 hedge fund letters, conferences and more Dear Partners and Colleagues, Alluvial Fund, LP returned 5.4% in May, compared to 0.2% for the Russell 2000 and 1.0% for the MSCI World Small+MicroCap . . . SORRY! This content is exclusively for paying members. SIGN UP Read More
Hardware For Software: The more apple controls the hardware the more power they will have have as a gatekeeper of software. This can be seen with Siri which acts as your personal assistant on the iPhone 4s and can perform web searches. Suddenly heading to the Google homepage is not your first stop. And of course the iTunes store has huge value and an ever expanding media library.
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