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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (70416)	6/2/2022 9:58:12 PM
From: Madharry	of 78890

I took losses in rblx when i realized I had no confidence how they would monetize their expertise. I perhaps am feeling my age and current financial situation but I feel like if i can find companies that are selling for close to book and are making 20% on equity with the potential to keep making returns above 15% for the foreseeable future, those are worthy investments. cause if i can get a consistent 10-12% return on my portfolio thats good enough fro me. Unfi has turned out really well . I still own some unfi at $40+ sold a couplewhich is good enough for me. I am up a lot on all my energy positions like everyone else but dont see a reason to sell because of the huge cash flow thats being generated. i am taking a beating on my chinese investments but the companies performed ok except for the casino one which has just been clobbered by covid.I will wait those out. meanwhile I keep clipping coupons. The biggest disappointment besides the chinese stocks has been my virtual round trip in macerich. i still think its very undervalued but management is just not shareholder friendly. I keep praying for a hostile take over.

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